01. About Us

trueNorth is a Fee-Only wealth management firm, staffed by a team of CERTIFIED FINANCIAL PLANNING™ professionals.  This means we do not accept commissions or referral fees for the advice we give you.  

02. Our Goal

Our goal is to be your financial partner, and to help you align your financial decisions and resources with your values and the life goals that are most important to you—your personal trueNorth.

03. Our Process

We provide a life centered approach to financial planning and portfolio management.   Our process begins with in-depth data gathering, of both qualitative and quantitative information, to produce actionable steps that align your financial plan with your life goals.  

Who We Serve

Wealth Builders



More Information

Our Team


Joe co-founded trueNorth with Karen O’Brien and focuses on financial planning strategies and portfolio management. Joe’s...

Financial Planner, Managing Partner

After deciding to change careers from molecular biology to finance, Brooke joined trueNorth in 2013 as a Client Service...

Financial Planner

Brad has been doing comprehensive financial planning for clients as a CFP® planner for over 20 years.  He joined...

Associate Financial Planner

Charlotte joined trueNorth in 2019 as a Client Service Associate. With her commitment to exceptional client service, she...

trueNorth works with individuals and families to combine the benefits of ongoing financial planning with professional investment management.