North Financial Advisors is a boutique, fee-only financial planning firm that specializes in helping women and entrepreneurs dream big and find more financial freedom in their lives. We are fiduciaries, which means we're about helping you find solutions that work for you, not about selling you things.
If you’re like many of our clients, you probably have several competing financial goals and priorities. Maybe you want to start a business one day, but you’d also like to spend some time traveling. We'll work with you to further define and rank your goals and create a plan to get there. We will encourage you every step of the way to DREAM BIG while helping you navigate your finances as life changes.
We have offices in San Diego, CA and Washington, DC, and because we utilize virtual technology, we work with people across the country.