A complete list of active advisors currently associated with TruNorth Financial LLC

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

TruNorth Financial serves individual and high‑net‑worth clients with discretionary portfolio management and financial planning, creating an Investment Policy Statement for each client and providing ongoing monitoring and rebalancing. The firm manages about $39 million in client assets and typically implements portfolios using ETFs (the primary recommendation), mutual funds, equities, fixed income, and insurance products including annuities. The firm documents client goals, risk tolerance and time horizon and generally trades under discretionary authority, using fundamental, quantitative and technical analysis within a long‑term trading framework. It may employ complex instruments, including leveraged ETFs when deemed appropriate for a client’s objectives, and it acts as a fiduciary for retirement accounts under applicable law. A number of features distinguish the firm from many solo independent advisers: the principal holds CPA credentials (accounting activities are not offered to advisory clients) and is also a licensed insurance producer who may recommend life and disability products and receive separate commissions for insurance sales; the firm discloses those conflicts and notes clients are under no obligation to purchase. The adviser requires Schwab Institutional custody and describes access to Schwab‑sponsored educational events and resources for the firm, and it recently transitioned from state to SEC registration — operational details that may be less common among peers.

To learn more about the advisors currently working at TruNorth Financial 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.