NorthAvenue Financial Advocates
Fee-Only Holistic, tax-focused financial planning for a flat fee.
Fee-only financial planners offering holistic, tax-focused financial planning, investment management, and proactive tax planning for a flat annual fee.
About
NorthAvenue Financial is a fee-only financial planning firm offering holistic, tax-focused financial planning for a flat annual fee. Services include comprehensive financial planning, investment management partnered with Asset Dedication, proactive tax planning and preparation, retirement, estate, insurance, and cash flow planning.
The firm emphasizes fiduciary responsibility, no commissions, and a client-centered approach.
Tax-focused holistic approach
Comprehensive planning covering investments, taxes, estate, insurance, and cash flow
Partnered with Asset Dedication for investment management
Proactive tax planning and preparation staffed by tax specialists
Services
Comprehensive Financial Planning
Holistic, tax-focused financial planning covering investment management, proactive tax planning, retirement, estate, insurance, and cash flow planning.
Flat annual fee
Fee-only fiduciaries
No commissions
Tax-focused approach
Credentials & Certifications
Certified Financial Planner™
Since 2014
Enrolled Agent (EA) with the IRS
Since N/A
Top 40 Advisors Under 40 Award (InvestmentNews 2016)
Since 2016
NAPFA National Board Member (2019-2022)
Since 2019
Financial Planning Association of Central Ohio Chairwoman (2016)
Since 2016
Financial Planning Association of Central Ohio President (2014-2016)
Since 2014
Financial Planning Association of Central Ohio Board Member (2012-2013)
Since 2012
Master’s degree in Personal Financial Planning
Since N/A
Certified Financial Planner™ (CFP®)
Since 2020
CPA (Certified Public Accountant) - Inactive
Since N/A
Contact NorthAvenue Financial Advocates
NorthAvenue Financial Advocates
Category
Financial planner
Location
Location of NorthAvenue Financial Advocates, 4400 N High St Suite 201, Columbus, OH 43214 ·
View on Google Maps
Get in Touch
Ready to work with NorthAvenue Financial Advocates?
Reach out today to schedule a consultation.
