At Magnetic North Advisors, we recognize that we are not all things to all people. We are all things to some people and our client relationships are based on a very specific FIT process, allowing us to partner with those clients we are most suited for. We take the time to understand where our clients are in life, their story, and where they want to be in the future. We know that each client and situation is unique, and our team promises a hands-on, personalized approach that offers the opportunity for financial independence.
We are a team of wealth advisors and financial planners dedicated to offering strategic recommendations and financial plans for all stages of life.
We have built our business on a set of guiding principles that are at the very core of who we are both professionally and personally.
We personalize each investment strategy approach through our DueNorth Formula while providing education and opportunities to our clients.
Our commitment to exceptional service begins in our community. We believe in staying involved through volunteer opportunities and educational services.