INTELLIGENT INVESTING

Rooted in more than 50 years of Nobel Prize winning academic research, our investment platform provides investors with access to a platform used by many large institutional investors and pension fund managers. We do not use detrimental investment strategies including stock picking, market timing and track record investing.  

OUR INVESTOR EDUCATION AND COACHING PROGRAM: 

For many people education is the missing link. The problem they face is one of context, not information which is more than plentiful. True North Financial provides its clients with access to a financial education and coaching platform that helps them answer the most important questions first. We believe that if “you know what is most important, you do not need to know everything.” To this end, we provide our clients with a coaching and education program to keep them centered and focused on what is most important to their financial future.

COMPLIMENTARY INITIAL CONSULTATION:

To schedule your complimentary initial consultation, please contact Linda at linda@mytruenorthfinancial.com or call  919-363-1918.

Investment services are offered free of commissions and 12b1 fees. 

True North Financial Advisors, LLC is registered in North Carolina as a Registered Investment Advisory firm. Before doing business with you, we will provide you with a disclosure brochure, copy of our advisory agreement and a price. If we recommend an outside money management firm, we will provide you with a copy of that firm's disclosure documentaton, costs and disclose the nature of our relationship with that firm and how we will be compensated.