Independent · Fiduciary · Fee-only
Northbridge Advisory is an independent wealth and financial advisory firm for families, professionals, and business owners who want considered, unconflicted counsel - and a partner who will be there for the decades that matter.
A fiduciary obligation to your interests - put in writing.
Goals-based glidepath
A plan that compounds patience.
Illustrative only. Not a projection, forecast, or guarantee.
What we do
Four disciplines, advised as one integrated whole. Most clients engage us across several - because the right decision in one rarely stands alone.
A coordinated plan for everything you own and owe - investments, cash flow, insurance, and goals - managed as one portfolio, reviewed as your life changes.
A durable strategy for the second half - income you can count on, and a thoughtful plan for the legacy you intend to leave behind.
We manage what you keep, not just what you earn - locating assets intelligently and harvesting opportunities across the full tax picture.
Guidance for owners at every stage - from reinvestment and liquidity to succession and the eventual transition out.
The firm
Northbridge Advisory was founded on a simple, demanding idea: that financial advice should be wholly independent, plainly explained, and held to the highest standard of care. We are not owned by a bank, we sell no in-house products, and we are compensated only by the clients we serve.
That independence shapes everything - the recommendations we make, the conversations we are willing to have, and the long view we are free to take on your behalf.
Meet the people behind the planWe are legally and ethically bound to act in your interest first - every recommendation, every time, in writing.
No proprietary products, no sales quotas, no parent bank. Our only loyalty is to the families we serve.
Plain language, transparent fees, and a steady hand - especially in the moments when markets test conviction.
Our principals
A small, senior team by design. You work directly with the advisors whose names are on the door - not a rotating desk.
CFP - Managing Principal
Founded Northbridge on the conviction that advice should be wholly independent and plainly explained.
CFA - Director of Investments
Leads portfolio strategy and the research discipline that keeps clients steady through every cycle.
CPA - Tax & Estate Strategy
Connects investment decisions to the full tax picture, in close coordination with your attorney.
Senior Wealth Advisor
The day-to-day partner for many of our families, from first plan through generational handoff.
How we work
A deliberate, repeatable process - so the plan is never an event, but an ongoing relationship that adapts as your life does.
We begin with an unhurried conversation - your circumstances, your obligations, and what you actually want money to do for you.
We build a written plan that connects investments, taxes, and timing - stress-tested against the futures you might face.
We put the plan to work with precision and care, coordinating with your attorney and accountant so nothing falls between the cracks.
We meet on a rhythm that suits you, adjust as life unfolds, and keep you grounded when the headlines grow loud.
In their words
They talked us out of two decisions that felt urgent and would have cost us dearly. That is the value of an advisor with nothing to sell.
When we sold the company, Northbridge had already mapped the tax and the transition a year ahead. Nothing was a surprise.
For the first time we understand exactly what we pay and exactly why we own what we own. The clarity alone changed how we sleep.
Composite, illustrative testimonials for a concept brand. Not actual client statements.
Insights
Good questions
The answers most prospective clients want first. If yours is not here, a short call will sort it out.
We are fee-only. We are paid solely by the clients we serve - never by commissions, product sponsors, or referral arrangements. Your fee is disclosed in plain language before you ever engage us.
It means we are legally and ethically obligated to place your interests ahead of our own, in every recommendation, and to put that obligation in writing. It is the highest standard of care in our profession.
We work best with families, professionals, and business owners navigating meaningful financial decisions. Rather than a single dollar threshold, we look for a genuine fit on values and on the kind of partnership you want.
On a rhythm that suits you. Most clients meet with us several times a year, with a thorough annual review and an open line whenever life or markets raise a question worth talking through.
The first consultation is unhurried, confidential, and without obligation - a chance to understand your situation and to see whether we are the right fit for one another.
Prefer email? Write us at hello@northbridgeadvisory.example