A complete list of active advisors currently associated with True North Wealth
Warmer can help you find a great advisor at True North Wealth or one who fits your needs even better.
The firm serves individual clients and employer-sponsored retirement plans, providing investment management, both ongoing and project-based financial planning, retirement plan consulting (acting as a 3(21) fiduciary), and educational seminars or speaking engagements. It operates as a fee-only, discretionary investment adviser and manages client accounts through third‑party custodial platforms and model portfolios. The firm’s investment approach emphasizes asset allocation and modern portfolio theory, combining passive and active vehicles (stocks, bonds, mutual funds, and ETFs) and the use of outside managers when appropriate. It also subscribes to an institutional model marketplace to implement allocations and conducts periodic account reviews, generally on a quarterly basis. Noteworthy for a single‑advisor independent firm, it offers pension consulting as a 3(21) fiduciary and runs public and organizational educational seminars—services that are relatively uncommon among peers. The firm reports approximately $17.16 million in discretionary assets under management across about 86 clients, and the founder discloses a small outside business in youth basketball instruction with a limited monthly time commitment.
To learn more about the advisors currently working at True North Wealth, 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.
Name |
Location |
Years of experience |
|---|---|---|
Parker City, IN
| 8
|
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