What sets us apart
We believe that being a fiduciary should be the standard, not the pinnacle for financial advisors. See how we go beyond the typical expectations of an independent advisor.
Our Flat-Fee pricing is simple and transparent. Comprehensive financial planning services with ongoing access to your advisor throughout the year, all for one flat fee. And, because we are compensated exclusively by our clients, never earning commissions of any kind for product sales or referrals, you can trust your best interests are our sole priority.
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 even the most complex tax situations. PLUS, we take care of our clients' annual personal tax preparation.
As a true one-stop shop, NorthAvenue is with you through every phase of the financial planning process and implementation: investment strategy & asset management, retirement, taxes, insurance, estate planning, education, cash flow, unique circumstances, and more. We make sure you always have the guidance and support needed to make the best decisions for your future.
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.
You will face many difficult financial decisions in life, and we will be there every step of the way providing patience, understanding and encouragement.
Every client is unique. At NorthAvenue we celebrate all forms of diversity, believing that honesty and respect are cornerstones of any relationship.
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.
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.