FEE-ONLY
Holistic, tax-focused
financial planning for a flat fee.
Our One-Stop Shop Sets Us Apart
As true comprehensive financial planners, NorthAvenue is with you through every phase of the financial planning process and implementation: investment management, proactive tax planning and preparation, and planning for retirement, estate, insurance, education, cash flow, unique circumstances, and more.
ONE FEE FIDUCIARIES
Our pricing is simple and transparent. For one annual fee, you get unparalleled comprehensive financial planning services with ongoing access to your advisor throughout the year. And, because we are Fee-Only - compensated exclusively by our clients and never earning commissions of any kind for product sales or referrals - you can trust your best interests are our sole priority.
PROACTIVE TAX PLANNING AND PREPARATION
Unlike most firms that may offer basic tax planning services, we understand the tax consequences of your various income sources, investments, and small business. With tax specialists on staff, we are able to handle complex tax situations. Plus, we take care of our clients' annual personal tax preparation.
INVESTMENT MANAGEMENT
Rather than have 1 person handle your investments, we partner with a nationally recognized, research-based investment team that will manage your portfolio to a higher standard – included in your one fee. Using an academic approach to planning-centric investing, Asset Dedication will match your money to the goals we set. Learn more here.
We live our values
At the end of the day, we want to make our community, and the world, a better place, focusing our actions toward the greater good. We are proud to live our values in and out of the office.
Supportive
You will face many difficult financial decisions in life, and we will be there every step of the way providing patience, understanding and encouragement.
Respectful
Every client is unique. At NorthAvenue we celebrate all forms of diversity, believing that honesty and respect are cornerstones of any relationship.
Charitable
Understanding that we are part of a bigger picture and that real success is more than just a healthy bottom line, we aspire to affect lasting change beyond the walls of our office.
Get to know more about us.
In addition to providing our clients with exceptional financial planning, we are passionate about philanthropy, travel, culture, family, friends, and so much more. Get to know all about the NorthAvenue team, check out their credentials and learn more about who they are and what they like to do when they are away from work.
PROFESSIONAL ACCREDITATION
Although many professionals call themselves "financial planners," only CERTIFIED FINANCIAL PLANNER™ professionals have completed extensive training and are held to the highest ethical and educational standards. CFP® professionals understand the complexities of the changing financial climate and are committed to make financial planning recommendations in your best interest.
Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With a tax-focused approach to the comprehensive financial planning process, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.