What’s in a name? True North Financial Partners was founded on two key prinicples that are proudly displayed in our name and logo. It’s generally true that people will do business with those whom they know, like and trust. We believe and operate under the primary principle of honesty and integrity that gets to the heart of the trust issue. We exist to provide folks planning for their retirement a firm with a moral compass that points north, as the saying goes. Honest. Integrity. It is our goal to do the proper thing for the proper reasons. We are commited to keeping it True North!

The second principle is collaboration. You don’t need an arrogant financial dictator. Your personal tolerances for risk, approaches to saving and growing wealth, and legacy objectives are all yours. What you need in retirement planning as in so many other areas of life is a good advisor. Our role is to assist you along your journey to and through retirement as the guide you need. We are focused on all things retirement-related so you can focus on living your life now and preparing for the retirement you want to live down the road.

As you get to know and like us, we hope you’ll trust us as your True North Financial Partners.