We can help you:
Plan for what comes next.
Invest toward your goals.
Make a greater impact on the critical issues of today.
At NorthFork Advisors, we help our clients plan for what comes next in life, invest toward their goals, and make a greater impact on the important issues of today. To do this, we specialize in two distinct, yet deeply connected services: financial planning and investment management.
When we plan, we start with you: your goals, your challenges, and your dreams. Above all else, we want to understand your priorities and give you the financial confidence to explore and achieve your biggest aspirations.
Our approach pairs each client one-on-one with a certified financial planner and investment advisor, who build and oversee a holistic wealth management strategy. And we specialize in navigating the distinct financial goals and challenges of business owners, entrepreneurs, and others with complex financial lives.
Financial Planning
We can help you with:
Retirement planning
social security strategy
MULTIGENERATIONAL WEALTH TRANSFERS
college planning
NAVIGATING THE FINANCIAL ASPECTS OF DIVORCE
Selling a business or home
GIVING AND Philanthropic PLANNING
RECEIVING OR GIVING AN INHERITANCE
we specialize in:
Investment Management
Our focus is sustainable investing: investing in a way that supports positive change on critical environmental, social, and corporate-governance issues. And for us, this kind of values-aligned socially responsible investing does not mean concessionary performance: we want to build highly-competitive investment portfolios that also make a meaningful impact on the biggest issues of our time.
Along the way, our investment consultants educate you on the strategic “why” behind each investment decision and carefully manage risk to make sure your portfolio is supporting your long-term plans and objectives.
Risk Management
Diversification
Tax Efficiency
Cash Management
Portfolio Rebalancing
Values-Aligned Investing
Partnering with your other trusted advisors
Most of our clients have other trusted advisors, including CPAs, bookkeepers, and estate planning attorneys, who provide advice on specific areas of their financial life. We work closely directly with your other professional advisors so that the advice we provide is informed by, and supports, every moving piece of your financial wellbeing.
cpa
bookkeeper
Estate Planning Attorney
Insurance professional
Trust Officer
We hear it all the time from our clients: they want their investments to contribute to their own financial wellbeing and a better world. For many, a better world involves challenging and redefining the corporate status quo on critical environmental, social, and governance issues.
Partnering with NorthFork means joining a movement of like-minded people who want to influence how corporations behave on the critical issues of today. And our approach has always been rooted in the concept of exponential incrementalism: the idea that small, consistent actions – like getting a company to disclose a bit more about their emissions or how they spend their lobbying dollars– can turn into exponential change over time.
As part of a larger movement, we are seeing this strategy lead to real change at some of the world’s largest corporations.
Investing toward a better tomorrow
Sound like the right fit?
Tell us what you’re aiming for, and we’ll help you get there. Our fiduciary approach combines financial insight with purposeful investing, helping you to grow your wealth while making a meaningful difference.