Van der Noord Financial Advisors, Inc.

Van der Noord Financial Advisors serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, providing financial planning, discretionary portfolio management, and retirement plan advisory services. The SEC‑registered firm manages roughly $152 million across about 126 client relationships and operates with two advisers.

The firm typically implements goals‑based, passive investment strategies built mainly with ETFs and diversified model portfolios benchmarked to domestic and foreign equity and fixed‑income indices, with five risk‑profile portfolios ranging from Conservative to Aggressive. Services are offered at BASIC, PRO, and CONCIERGE levels (including periodic plan audits for higher tiers), most accounts are managed on a discretionary basis, and accounts are reviewed at least quarterly or as client circumstances change.

Distinctive features include ERISA‑focused retirement plan work — including discretionary investment selection and model portfolios made available to plan participants — and the firm’s ability to recommend Section 1031 property exchanges for clients who qualify as accredited investors. The brochure also discloses the firm’s use of third‑party service providers that incorporate artificial intelligence and machine‑learning components and describes vendor due diligence for those tools, and the CONCIERGE level includes operational supports such as surviving‑spouse services, screening of service contractors, and document storage that go beyond typical advisory offerings.