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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.

Life often pulls us in many directions, sometimes all at once.

We're here to help

Each day, we're forced to make choices as to how we spend our most limited resource - time. The average person has more demands on their time than ever before. True North provides our clients the peace of mind that comes from having confidence in their financial picture, while giving our clients back more time to spend doing what they love.

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The journey of a thousand miles begins with the first step

Let True North help guide your way