Contact Us @ 614-929-2715

CONNECT

Address:

3455 Mill Run Dr. Suite 105
Hilliard, OH 43026

Phone:

(614) 929-2715

Our Mission

 

At True North Wealth Partners, our family values and core principles are what guides us during our lifetime and how we “Live Our Dash”.

 

 

  • Trust/Integrity

As Fiduciaries, we are held to a higher standard. Since incentives such as referral fees or kickbacks can cloud the recommendations of planners and undermine the faith and confidence clients place in their planners, we do not receive them.

  • Value/Clarity  
    We have a Flat Fee with no tiering so pricing is simple and all-inclusive.

     
  • Education/Partnership
    We take our time during our client meetings to fully educate you. We don't have quotas or agendas. We're with you side-by-side throughout your life's journey for generations to come.

     
  • Communication
    You will hear from us in both good times and in bad to ensure your plan is on track to meet your goals. You will receive bi-monthly communications as well as in-depth review meetings.

     
  • Comprehensive Planning
    We'll address all of your questions. Remember that we are forward thinkers and we are always looking out for the “potholes” in life that you may not be fully aware of or see coming.

     
  • Investment Management
    We utilize an array of strategies to fit your unique situation. Our Full Suite approach encompasses Equity Funds, Hybrid's ETF's, Indexes, Active Fund Managers, Muni Bond laddering and even an All Stock portfolio, if needed. 

Asset allocation does not ensure a profit or protect against loss. There is no assurance that the investment objective of any investment strategy will be attained. Investing involves risk including loss of principal. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All indices are unmanaged and may not be invested into directly. Investing involves risk including loss of principal.