Welcome To True North Wealth Partners & Contact Us @ 614-929-2715 as we love to be of assistance!

Planning, saving and investing can be complicated. At True North Wealth Partners, you don't do it alone, we are your investment fiduciary.

We are supported by Fundamentum, LLC, a powerful research partner (team of CFA's ® and analysts) to help design a portfolio with your unique goals in mind.  The coach-quarterback concept! Together with Fundamentum and other Strategic Research Partners, we search a universe of mutual funds, exchange traded funds (ETFs), stocks, and indices.

Stratos Wealth Advisors  – In selecting a partner, we took great care to ensure that from day one we would have all the necessary operational support to allow us to efficiently focus on serving you.

To that end, we are proud to be partnered with Stratos Wealth Advisors. Stratos was again named to Barron's 2022 Top 100 RIA Firms.* 

Stratos has an operational infrastructure atypical in the independent space, with more than 60 executive, functional and support professionals in place, and we are confident that this support will allow us to pursue our passion of servicing our clients. 

*Accolade is given based on firms submitting an application to be considered. Rankings based on qualitative and quantitative components, including assets managed, size and experience of teams, and the regulatory records of advisors and firms. Please visit https://www.barrons.com/articles/top-independent-financial-advisors-1536974606 where more information about the criteria can be found.


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