trueNorth Wealth Advisors

trueNorth Wealth Advisors is a financial planner in Seattle, WA. They specialize in fee-only wealth management and provide comprehensive financial planning services to individuals and families, including Wealth Builders, Pre-Retirees, and Retirees. Founded by Karen O’Brien and Joe Hebert in 2001, the team consists of CERTIFIED FINANCIAL PLANNING™ professionals who focus on aligning clients' financial decisions with their life goals.

trueNorth offers a life-centered approach to financial planning and portfolio management, beginning with thorough data gathering that includes both qualitative and quantitative information. This process helps produce actionable steps tailored to each client's unique financial situation and aspirations. The team comprises experienced professionals like Karen O’Brien, Joe Hebert, Brooke Trinh, Brad Allen, Charlotte Leon, and Ken Hanks, each bringing a diverse set of skills and backgrounds to their roles.

trueNorth Wealth Advisors is known for providing thorough, well-documented business information online, making it easy for clients to access detailed insights about the firm’s services and team members. This transparency underscores their commitment to client education and trust-building.

With over two decades of experience in Seattle, trueNorth Wealth Advisors stands out as a reliable financial partner, dedicated to helping individuals and families achieve their personal goals through expert planning and management.

Services:

• Certified Financial Planning Services
• Fee-Only Wealth Management
• Life Centered Approach to Financial Planning
• Ongoing Financial Planning
• Professional Investment Management