Serving families, farmers, and entrepreneurs.
Pursue Your Financial Journey
with Purpose.
Who
we are.
At 49 North Advisors we provide financial strategies tailored to your specific needs and goals. We combine careful planning and strategic application, working to set your finances on a clear, steady path so you can confidently move forward into the future.
Who
we serve.
We primarily work with families, farmers, and entrepreneurs who value a detailed and thorough approach to wealth planning. Mutual trust and open communication are key components of our client relationships.
What
we do.
We’ve developed a forward-thinking approach to financial planning that combines high-touch service, a deep focus on understanding your specific needs, and careful strategy.
Common questions we hear.
Your money and investments are safely held at Fidelity’s National Financial Services, one of the industry’s leading providers of safeguarding assets and investments (custody of assets). 49 North Advisors, &Partners, and Fidelity all work together to help meet our fiduciary obligations, safekeep your assets and enable excellent service.
We are proudly partnered with &Partners, a wealth management firm with industry-leading technology, a flexible investment platform and premium service for the sole purpose of helping you realize your financial goals. &Partners is built on the premise that every client has a unique story and distinct financial needs—from wealth building to legacy planning.
We work with business owners, farmers, and families who value comprehensive financial planning. Our clients typically seek guidance on complex financial decisions and prefer to delegate their financial management to a trusted advisor.
We focus on developing investment strategies aligned with each client’s goals, risk tolerance, and time horizon. Our approach emphasizes long-term planning rather than short-term trading.
We offer flexible meeting options, including virtual consultations and periodic in-person meetings. Our technology allows us to serve clients effectively regardless of location while maintaining personal connection and service.
Our approach combines local business knowledge, particularly in agriculture and energy, with modern service delivery. We focus on building long-term relationships and providing thorough, customized planning.
Meeting frequency is tailored to each client’s needs and preferences. We typically schedule regular review meetings and maintain ongoing communication through phone and email as needed.
