Northern River Financial offers advice-only financial life planning services as well as product consultation services. We are completely independent of any manufacturer and maintain a vast product shelf. This enables us to recommend solutions uniquely suited to each client.

Individual & Family Solutions

Financial life planning

Family estate planning

Portfolio analysis

Tax planning

Insurance and risk management

Severance planning

Inheritance planning

Retirement planning

Philanthropy and legacy planning

Private Client

Bundled wealth management service

Business Solutions

Financial management

Corporate governance

Succession and transition management

Business legacy planning

Tax strategies

Executive compensation

Group benefit and savings plans

Health spending accounts & cost plus arrangements

Our Fees

Northern River Financial offers both fee and commission-based arrangements and would be pleased to discuss these options as they relate to your specific needs. Initial consultations are complimentary.