trueNorth Financial Services, LLC

WELCOME

This website will give you an introduction to the ways trueNorth Financial Services, LLC can help you navigate the complex journey between today’s reality and the realization of your dreams. Choosing a financial advisor that is right for you is a very important step toward achieving those dreams.

trueNorth provides comprehensive financial planning and investment advisory services. trueNorth is a Fee-Only financial services firm, staffed by CERTIFIED FINANCIAL PLANNER™ professionals.
Fee-Only means we do not accept commissions or referral fees for the advice we give our clients.

We are committed to developing a more thorough understanding of our client’s situation than traditional planning firms. Consequently, the plans we develop and the recommendations we make are made with greater insight and objectivity. As a result, our clients receive individualized plans they can trust knowing the recommendations we make are truly in their best interests.

Our Mission
Our mission is to bring your values, financial decisions, and assets in line with the life goals that are most important to you—your personal trueNorth.

Our Philosophy
Our philosophy is to advise with objectivity and integrity. The most important interests we serve are yours.

Our Approach
Our approach is to spend the time necessary to obtain a clear picture of where you stand now and where you want to go. We then develop an individualized financial plan to help you get there.

We are located in the heart of downtown Seattle and work primarily with clients in Washington State.