NORTHERN FINANCIAL ADVISORS, INC

Overview

Northern Financial Advisors, Inc. is an independent registered investment adviser that acts as a capital allocator for individual and family clients. Founded as an SEC-registered adviser in 2020 and organized as a corporation with individual ownership, the firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. It operates on a fixed-fee model and does not present itself as an active ESG investor. Northern frames its offering around outsourced manager selection and traditional portfolio management rather than trust or pension consulting. The firm maintains a single-custodian relationship at scale and appears oriented toward managed public-market exposures supplemented by external alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices