A complete list of active advisors currently associated with True North Financial Services, LLC

Warmer can help you find a great advisor at True North Financial Services, LLC or one who fits your needs even better.

True North Financial Services, LLC is a state-registered independent investment adviser that works primarily with individual and high‑net‑worth clients, providing discretionary investment management alongside comprehensive, ongoing, and project‑based financial planning. The firm reports approximately $25.97 million in assets under management across a small client base of roughly 30 relationships. The firm’s investment approach is grounded in Modern Portfolio Theory with an emphasis on asset allocation and primarily passive implementation using index mutual funds and ETFs, while allowing both strategic and tactical allocation adjustments and a mix of investment styles. Accounts are reviewed on a regular schedule (quarterly) and planning services are paired with portfolio oversight under an ongoing planner relationship that includes continuous monitoring and periodic plan updates. Noteworthy for a firm of its size, True North operates as a single‑advisor practice and publicly directs readers to third‑party sources (including its website and the SEC’s Investment Adviser Public Disclosure site) and advertises third‑party ratings in its public materials. The brochure also highlights a formal Code of Ethics, use of Schwab’s institutional custody and support services, and an organizational model that integrates subscription‑style ongoing planning with portfolio management, a combination that is less common among independent peers.

To learn more about the advisors currently working at True North Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.