Northern Financial Advisors, Inc. is listed with the SEC as a Registered Investment Advisor. The firm will not solicit or accept business in any state in which it is not properly registered or qualified to conduct business by virtue of a state "de minimis" exemption.
The purpose of this web site is limited to the dissemination of general information regarding the services offered by Northern Financial Advisors, Inc. and does not provide investment advice.This site is not intended to be a solicitation or offer to sell investment advisory services to residents of any state in which Northern Financial Advisors, Inc. is not currently authorized to do so.
The purpose of this web site is limited to the dissemination of general information regarding the services offered by Northern Financial Advisors, Inc. and does not provide investment advice.This site is not intended to be a solicitation or offer to sell investment advisory services to residents of any state in which Northern Financial Advisors, Inc. is not currently authorized to do so.
Services
Christine Isham, EA, CFP(R), is the President of Northern Financial Advisors. As President her goal is for all Northern Financial Advisors clients to experience peace of mind in their efforts to realize their financial dreams. With a Bachelor of Science Degree in Economics she has worked her way up from a receptionist in a financial planning firm, to a paraplanner, then a personal financial planner and now President.
Fee-Only refers to a specific method of compensation in which financial planners are compensated exclusively from the fees paid by their clients. They specifically choose not to accept commissions, kick-backs, finder's fees or compensation from any other source.
This is significant and important because earning one's living by selling products or services for which a commission is paid leaves the financial planner with an inherent conflicts of interest.The success of a financial planner should not be based on the number of products a client purchases, but on the success of his or her clients.
This is significant and important because earning one's living by selling products or services for which a commission is paid leaves the financial planner with an inherent conflicts of interest.The success of a financial planner should not be based on the number of products a client purchases, but on the success of his or her clients.
While we strive to create a strategy that brings proper balance to your asset mix, we are also teaching you how to diversify and help protect yourself in all types of financial and economic cycles. Being appropriately diversified in the market empowers you to reduce portfolio risk while allowing you to enhance the return on your investments.
The money you earn from your everyday spending with Upromise partners goes directly into your Upromise account. You can choose to invest your earnings in a high-yield savings account or tax-deferred 529 plan; use it to pay down a student loan; or request a check that can be used for college or other expenses.
Virtually every financial decision has some tax implication. Northern Financial Advisors, unlike many other financial planning services, remain available to prepare its clients' personal income tax returns annually. Since we are available year round, we also schedule tax planning appointments with our clients in order to customize tax saving strategies that may produce significant reductions in tax liability.
Reviews (1)
Tim Wakeham
Jan 10, 2022
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I have worked with Christine, Andrew, Colin and Dominik. Christine is a caring, compassionate, and really sharp advisor. She goes above and beyond for her clients. I think she is the best in the business. I have also worked closely with Andrew. Andrew is also a very sharp guy with a tremendous work ethic for his clients. I recommend the whole team without reservation. You won't find a more hard working, honorable, and dedicated group.
