North Financial Advisors

Overview

North Financial Advisors is an independent, owner-operated registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm acts as a capital allocator and offers a mix of financial planning, discretionary portfolio management and advisor selection services, along with educational seminars and workshops. Its fee schedule includes percentage-of-AUM billing supplemented by hourly and fixed-fee engagements, which supports both ongoing portfolio relationships and one-off planning or advisory projects. Investment activity is equity-centric: the firm shows a clear preference for exchange-traded, liquid instruments and manages portfolios on a discretionary basis. North Financial Advisors is not positioned as an ESG-focused or pension consulting shop; instead it emphasizes direct portfolio construction for high-net-worth households and smaller business owners, and it sources third-party managers when needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices