We invite you to visit the websites of the organizations we belong to, and companies we have selected to work with to provide the highest level of service and value to our clients. Please click on the links below to learn more.
CFP Board sets and enforces standards for the CERTIFIED FINANCIAL PLANNER™ certification, which is the standard of excellence in financial planning.
The National Association of Personal Financial Advisors (NAPFA) is professional association for U.S. based fee-only financial advisors. Members must provide independent, objective financial advice to their clients and uphold the highest standards in the financial planning profession and earn their income from fees, not commissions.
Karen O’Brien, Joe Hebert, Brooke Trinh, and Kathi McMahon are NAPFA-Registered Advisors
Click here for NAPFA’s Pursuit of a Financial Advisor Field Guide.
The Financial Planning Association (FPA) is a U.S. based professional organization that assists the public find ethical, objective, client-focused financial planners. FPA members must provide impartial and thorough advice and disclose to clients any potential conflicts of interest.
Karen O’Brien, Joe Hebert, Brooke Trinh and Kathi McMahon are Members of The Financial Planning Association
The Fee-Only Network assists the public find financial planners and investment managers that have been vetted to meet the high standards of The National Association of Personal Financial Advisors (NAPFA) for strict fee-only compensation and ethical obligation.
trueNorth Wealth Advisors utilize Money Quotient (M.Q.) Financial Life Planning tools and training for professionals who want to get to the heart of their clients' values and priorities and align their financial advice with their client’s life goals.
Dimensional Fund Advisors is a leader in developing asset class portfolios for institutional investors and independent investment advisors. Dimensional’s mutual funds are designed to meet the needs of professional investors, and the firm’s resources are devoted to improving these strategies wherever possible.
Fund shares are not available directly to individuals but are limited to clients of a select group of financial firms like trueNorth Wealth Advisors. Our relationship with Dimensional is long-standing and based on shared views about how capital markets work and how best to provide clients with a successful investment experience.
Dimensional’s investment strategies are supported by extensive historical research, which documents a reward for taking risk. Since the firm was founded in 1981, Dimensional has continued to work with some of the worlds leading financial economists to develop and enhance its strategies.
Schwab Institutional is a pioneering firm with a long history of working exclusively with independent financial advisors. Schwab is the largest provider of dedicated custodial services to the independent investment advisor community, and offers a variety of advantages such as the convenience of local branches, specialized institutional trading, banking, trust and pension services, cash management tools, and 24-hour online account access.
Schwab provides cost-efficient access to the wealth management and investment products our clients need, with the financial safety and security that is crucial in today’s economic environment. Schwab is also a leader in technological innovation, which allows us to manage portfolios with efficiency and precision.