trueNorth Wealth Advisors
Contact Information
-
Address
Financial planner · · 1200 5th Ave #1810, Seattle, WA, 98101 -
Phone
(206) 652-4314 -
Website
truenorthwa.com
Location
About trueNorth Wealth Advisors
trueNorth Wealth Advisors is a financial planner in Seattle, WA. The firm operates as a fee-only wealth management practice, meaning it does not accept commissions or referral fees for the advice it provides. It serves wealth builders, pre-retirees, and retirees by combining ongoing financial planning with professional investment management. The approach is life-centered, beginning with in-depth data gathering of both qualitative and quantitative information to produce actionable steps that align financial plans with clients' life goals. The team includes Karen O’Brien, CPA retired, CFP®, who co-founded the firm in 2001 after a twenty-year career in public and corporate accounting and currently serves as Chief Financial Officer. Joe Hebert, CFP®, also a co-founder, applies his background as an electrical engineer to offer a solution-focused approach to financial planning and portfolio management. Brooke Trinh, PhD, CFP®, joined in 2013 and became Managing Partner in 2021, focusing on financial life plans that help clients live with clarity and intention. Brad Allen, CFP®, has provided comprehensive financial planning for over twenty years. The firm also employs Charlotte Leon, CFP®, as an Associate Financial Planner, and Ken Hanks as Client Services Manager. trueNorth Wealth Advisors is located at 1200 5th Ave #1810, Seattle, WA.
The firm is situated at 1200 5th Ave #1810 in Seattle, WA, located about a tenth of a mile from the Seattle Ice Arena Memorial and the Braincast public artwork.
Services:
- Certified Financial Planning Services
- Fee-Only Wealth Management
- Life Centered Approach to Financial Planning
- Ongoing Financial Planning
- Professional Investment Management
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