Northern Financial Advisors

Northern Financial Advisors is a financial planner in West Bloomfield, MI. The firm provides investment planning, tax preparation, retirement planning, protection planning, tax planning, goal setting, wealth management, and estate planning. It serves clients through an integrated advice approach and a fee-only commitment, and it holds a 5.00 rating from the customers who have reviewed it. Christine Isham, EA, CFP, is President and Owner of the firm. She holds a Bachelor of Science degree in Economics and worked as a receptionist at a financial planning firm, then as a paraplanner, then as a personal financial planner before becoming President. She maintains Certified Financial Planner Professional status and is an active member of the National Association of Personal Financial Advisors and the National Association of Tax Professionals. She focuses especially on asset allocation and investment work. Andrew McLane, CFP, is a Senior Financial Advisor. He graduated from Michigan State University with a BA in Finance and passed the CFP exam in 2015. The firm is listed with the SEC as a Registered Investment Advisor and is a Michigan registered investment adviser. It maintains ADV Part 2A, ADV Part 2B, ADV Part 3, and a privacy statement. The office sits on East Long Lake Road, about 0.1 miles from the Bloomfield Hills Police Department and the Bloomfield Hills City Office, and about 0.1 miles from Woodward Avenue. The Rouge River Main Branch is roughly 0.2 miles away. Northern Financial Advisors pairs fee-only planning with tax expertise through Christine Isham's enrolled agent and CFP credentials, serving clients in and around West Bloomfield.