Holistic, tax-focused
financial planning.
We are excited to now be a part of Mercer Advisors.
The powerful combination of NorthAvenue Financial Advocates and Mercer Advisors will help enhance your overall client experience and add new tools and services to an already robust offering. Learn more about Mercer Advisors here.
Questions? Contact us here.
Our One-Stop Shop
Helps Set Us Apart
As 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.
FEE-BASED
FIDUCIARIES
You get access to comprehensive financial planning services with ongoing access to your advisor throughout the year. Our recommendations and guidance are based entirely on what we believe is in your best interest.
PROACTIVE TAX PLANNING AND PREPARATION
We understand the tax consequence of your various income sources, investments, and small business. Our tax specialists are able to handle complex tax situations, plus we can take care of your annual personal tax preparation.
INVESTMENT MANAGEMENT
While each of our clients have an individual wealth advisor, to help ensure you get the best thinking for the investments in your portfolios, our investment decisions are made at the firm level by a centralized Investment Committee using a rigorous methodology.
* Tax preparation and filing services are provided by Mercer Advisors Tax Services, LLC. Clients will sign a separate agreement when engaging Mercer Advisors Tax Services that defines the services provided and any additional fees that may apply.
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 meticulous 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," Certified Financial Planner™ professionals have completed extensive training and are held to high 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.