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

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

Up North Financial, LLC provides financial planning, consulting, and investment management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations and other business entities, and discloses that it also serves state and municipal government clients — a client type only a small share of peers report. The firm manages the bulk of client assets on a discretionary basis. The firm tailors strategic asset allocations to client goals, time horizon, and risk tolerance and implements portfolios using mutual funds, ETFs, individual equity and debt securities, and advice on held‑away products such as variable insurance and employer retirement plans. Its analysis combines fundamental, technical, and cyclical methods, and managed portfolios are monitored on an ongoing basis with regular quarterly reviews. Distinctive operational features disclosed by the firm include its explicit work with public‑sector (state/municipal) clients and its relationships with a major custodian that provide technology, research, and administrative support, which the firm acknowledges can create conflicts of interest. The firm also may have limited custody arrangements through standing letters of authorization and does not accept authority to vote client proxies.

To learn more about the advisors currently working at Up North 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.