
Guiding your financial path
Welcome to True North Financial Services. We are a fee-only life planning firm created to serve individuals and families seeking a different kind of relationship with their financial advisor.
True North provides on-going planning and guidance focused on helping our clients take control of their financial lives, and make better-informed financial decisions.
Our clients expect more
True North was founded because we felt the needs of many clients went largely unserved. We recognize that most clients seek out an advisor looking for help with more than their investments and are often disappointed by the service they receive. In addition to planning and investment advice our clients look to us for sound guidance and expertise to help them navigate their everyday financial lives.
