Planning.
Investing.
Impact.
We are financial advisors in Bozeman, Montana serving clients across the country.
When you partner with NorthFork Advisors, you have a wealth advisory team that connects your financial goals with the values that matter to you most.
Welcome to the confluence of purpose and prosperity.
For us, it’s about more than managing money. We help you put your portfolio to work, discover what’s possible in life, and make the very most of your resources at each step of the journey. This holds true whether you’re beginning your career, planning for retirement, or building a meaningful legacy.
Discover what’s possible
Having true confidence in your wealth management strategy and your financial advisor does more than just secure your future – it redefines it. Our job is to help you build a financial foundation that brings your dreams into focus and unlocks a world of possibilities for you and your loved ones.
Manage your most valuable resources
We help people manage two critical resources: their money and their time. When you work with our wealth management team, you’ll have a dedicated investment manager and financial planner who work together to simplify, optimize, and streamline your financial life.
Put your portfolio to work
Our focus is impact investing, which we define as investing in a way that supports positive change on critical environmental, social, and corporate governance issues. For more than a decade, we’ve seen first-hand how investment decisions can positively impact people, social issues, and our planet.
Your wealth management team
We are independent wealth advisors with an entrepreneurial spirit. We empower our clients through a transparent, sustainable, and strategic approach that is rooted in explaining the “why” behind our recommendations. We’re here to help build a strong financial future – for you and your family, and the communities we are a part of.
BORN IN BOZEMAN
Partnering with
values-aligned people everywhere
NorthFork Advisors emerged in the fall of 2011 to provide individuals and families with integrated financial planning and advisory services in Bozeman and beyond. We are fiduciaries, we are a registered B-Corp, and we are committed to helping people invest in a way which positively impacts the critical environmental, social and governance issues of today.
Partner with a fiduciary
As a fiduciary, we are held to the highest standard of financial responsibility and are legally obligated to act in your best interests in all facets of our work. This standard, known as the fiduciary standard, is in contrast to the suitability standard, which only requires that an advisor make recommendations that are “suitable” for their clients.
