Karen co-founded trueNorth Wealth Advisors in 2001 after a twenty-year career in public and corporate accounting. She...
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
Joe co-founded trueNorth with Karen O’Brien and focuses on financial planning strategies and portfolio management. Joe’s...
Financial Planner, Partner
After deciding to change careers from molecular biology to finance, Brooke joined trueNorth in 2013 as a Client Service...
Kathi joined trueNorth in 2018 after earning her Masters in Family Financial Planning. Kathi works with clients at all...
Client Service Manager
Charlotte joined trueNorth in 2019. As Client Service Manager, she is committed to providing exceptional client service...
trueNorth works with individuals and families to combine the benefits of ongoing financial planning with professional investment management.