Matthew Crum, CFP
Financial Planner, Founder
While working for an independent investment advisor in Connecticut, my eyes were opened to the creative and different ways advisors can work with clients to help improve their lives, as well as the shortcomings created by the conventional "advisor" relationship.
During my time there, I was afforded a unique and invaluable opportunity to learn directly from industry leaders and renowned academics in the field of finance and economics.
I used that knowledge and training to help the independent financial advisors I served continue to build better businesses, but most importantly, to provide a better experience for their clients.
True North was founded on the desire to use that knowledge and experience to create a business that offers clients a different kind of financial relationship. A relationship not solely focused on investments, but more importantly on providing clients help with financial decision-making and planning.
We strive to help each of our clients define their vision for the future, create and maintain financial planning designed to work towards that vision, and continually help our clients weigh their financial options so they can make better informed decisions.
Financial Advisor - True North Financial Services, LLC - 2017 - Present
Financial Advisor - Asset Advisory Group, LLC - 2016 - 2017
Regional Business Consultant - Symmetry Partners, LLC - 2010 - 2016
Registered Representative - Hennion & Walsh, Inc. - 2009 - 2010
CERTIFIED FINANCIAL PLANNER™
XY Planning Network (XYPN)
Financial Planning Association (FPA)
National Association of Personal Financial Advisors (NAPFA)
Bachelors of Science, Finance - Alfred Lerner School of Business
University of Delaware - 2009