Northern Financial Advisors

Northern Financial Advisors is a Financial Planner in West Bloomfield, MI, located at 74 E Long Lake Rd #200. The firm operates as a fee-only Registered Investment Advisor listed with the SEC. It holds a 5.00 rating based on customer reviews. Christine Isham, EA, CFP®, serves as President. She holds a Bachelor of Science Degree in Economics and maintains the status of a Certified Financial Planner Professional. She is an active member of the National Association of Personal Financial Advisors and the National Association of Tax Professionals. Financial Advisor Drew McLane graduated from Michigan State University with a BA in Finance and passed the CFP exam in 2015. He is a member of the Alliance of Comprehensive Planners where he completed the ACP success program. Dominik obtained a Bachelor of Science in Psychology and a Master of Arts from Michigan State University. Sabrina Isham serves as the New Client Coordinator. She graduated from UCLA with a BS in Biology and is studying to be a Certified Insurance Counselor. Dominic Arnold works as a Financial Advisor Assistant. He joined the firm as an intern while studying at Oakland University and is actively studying to earn his CFP. The firm provides investment planning, tax planning and preparation, retirement planning, protection planning, and goal setting. Advisors customize investment allocations based on individual life changes. For tax services, the firm prepares annual personal income tax returns and provides an organizational system to monitor cash flow at no extra charge. In the event of an audit, a qualified tax attorney, CPA, or enrolled agent handles the process. Retirement planning involves forecasting living expenses, required minimum distributions, and potential tax bracket changes. Protection planning reviews current insurance policies, coverage levels, and employee benefits to evaluate a client's financial backup system. Goal-setting services help clients articulate visions and build strategies to monitor progress. Northern Financial Advisors is known for its fee-only approach and its status as an award-winning financial planning firm. The business provides specialized asset allocation and investment expertise to clients in the West Bloomfield area. Northern Financial Advisors combines certified financial expertise with personalized tax and retirement strategies to help West Bloomfield clients achieve lasting financial peace of mind.

The office sits on East Long Lake Road, just a fraction of a mile from the Bloomfield Hills Police Department and the Bloomfield Hills City Office.

BizScoreAI awarded a perfect 100 out of 100 for its Schema and Structure score, ensuring AI assistants and search engines understand the firm's services. It also earned a strong 85 out of 100 for Performance, keeping the website fast to help retain visitors and improve search rankings.