TRUENORTH WEALTH

During my time as an intern at TrueNorth Wealth, I was continually impressed by the professionalism and knowledgeability of every member of the team. Marty, Sam, and all the advisors are extremely talented and do an excellent job providing sound and personalized advice to all clients. The way that their financial planning encompasses all aspects of wealth management, rather than just focusing on investments, ensures that the advisors can consider all factors of a client's financial life. Overall, I would highly recommend TrueNorth wealth to anyone seeking valuable financial planning and advice, it was also a fantastic place to complete an internship due to the friendly and fun team members.

I have worked with "Marty" for nearly 20 years. I consider him not only an outstanding low cost, fee only financial planner, but a trusted friend who has his clients best interest at heart. TrueNorthWealth willingly coordinates all our estate planning needs with our attorney and CPA for our entire family ! The entire staff are outstanding and I would highly recommend TrueNorth Wealth Management.

My experience with TrueNorth Wealth was exceptional. Their office is very clean, and very nice. Everyone was very professional and kind. I met with Jared, and he taught me a lot about investing, and about the many options there are for investing, and different risk, to return ratios. Even though I am not their normal demographic (I'm only 22) I still felt like they cared and respected me, which I greatly appreciated. I would definitely recommend them to anyone.