At Magnetic North, we believe that life experience and learning are the foundation to a solid financial plan. While we focus on educating clients to make informed decisions, we recognize the impact their life story has on the planning process. We take the time to understand where our clients are in life and where they want to be in the future. We know that each client and situation is unique. Our team promises a hands-on, personalized approach that offers the opportunity for personal financial independence.

Our advisors understand the importance of trust and respect when it comes to planning for the financial future of our clients. With that being said, we have built our business on a set of guiding principles that are at the very core of who are both professionally and personally. 

Guiding Principals:
•	Integrity
•	Ethics
•	Education
•	Exceptional Service

Magnetic North Advisors

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Magnetic North Advisors

Org chart

Teams

Offices

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