about northfork
Tailored financial advice, born in Bozeman
NorthFork Advisors is an independent fiduciary wealth management firm born in Bozeman, Montana. For over a decade, we’ve helped people manage their wealth, plan for the future, and use their money to influence corporate decision-making in pursuit of a more equitable and sustainable world.
Future-Focused Financial Wellbeing
Be part of something bigger
The name and idea of NorthFork represent the spirit of charting your own path. NorthFork is about partnership and financial planning with purpose, where stewardship is our true north. And to that end, we view our work as about much more than managing wealth: we play an integral role within a larger ecosystem, driving change at the intersection of personal prosperity, vibrant communities, and a thriving natural world.
OUR story
Rooted in independence & investing with impact
NorthFork was founded with a deep commitment to the betterment of people and places, and the core idea that we can do good while also doing well. We believe that people have more choice over their investment impact than they may realize, and that our clients have the ability to understand the “why” behind our investment recommendations.
We are a fiduciary which means we provide wholly independent and transparent financial planning and investment advice. Our only source of income comes directly from our clients, and we don’t receive any commissions which can incentivize advisors promote certain products. More simply put: we are legally required to put your best interest ahead of our personal interests and the interests of the firm.
When you work with our team, you’ll collaborate directly with our Principals and key decision-makers as we build and manage a wealth management strategy that accounts for all aspects of your financial life.
Your Wealth, Your Values
Your money, working for you and critical issues
Your investment decisions have the power to shape the world and create positive impacts for people and communities.
It sounds complex, but it’s quite simple: When you own company stock, you are an owner of that company. And as an owner, you get a say in how that company operates. We help you amplify your power as a shareholder and measure how the companies you own perform on key environmental, social, and governance issues. Along the way, we manage risk and ensure that your portfolio is purpose-built to support your long-term plans and objectives.
Sound like the right fit?
When you work with us, it’s all about you. Your objectives, your goals, and your vision for what comes next. We’d love to learn about your goals and share a bit about how we can support them.