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GETTING STARTED

No Cost. No Pressure.

Always Transparent.

Getting Started is Simple.

Our process is designed to give you all the information you need, up front, without the fine print. Even better, there’s no cost, obligation or pressure. We believe the financial planning process should be clear and transparent every step of the way.
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What it’s like to work with us.

We help high net worth individuals and families achieve their personal financial goals. Our team offers a highly curated, high touch experience for individuals in or near retirement and those with complex financial situations. To best support our clients, we’ve developed a service model that blends relationship-building, tax planning strategies and holistic wealth management to help you reach your goals.
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Let’s get started.

If you’re ready to take the next step, fill out form below to tell us a little more about your story.
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Contact

4400 N. High Street, Suite 201

Columbus, OH 43214

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Info@NorthAvenueFA.com

 

Phone   614-210-3948  

Fax    614-798-1523

 

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NorthAvenue Financial Advocates is a tradename. All services provided by NorthAvenue Financial Advocates investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors, Inc. “Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency.   

 

All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.  

Terms & Conditions | Privacy & Security | Firm Brochure ADV Part 2A | Form CRS | CCPA Notice at Collection   

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