Tax-Focused Financial Planning for Business Owners
Your CPA files taxes.
We help you reduce them.
Who We Help
Self-Employed Professionals
You’re on your own — but you don’t have to be
We help self-employed professionals reduce taxes, manage irregular income, and build long-term financial security with a strategy designed around how you work and earn.
Business Owners
You’re building a business — and supporting a team
We help business owners create tax-efficient financial strategies, implement and manage employee 401(k) plans, and build personal wealth beyond the business.
Nearing Retirement
Retirement isn’t the end — it’s a whole new phase
We help individuals and couples make the critical decisions around income, taxes, and timing that shape a secure and confident retirement.
What We Help You Do
Grow Your Wealth
Evidence-based investment strategies designed to build long-term financial security around your goals.
Save on Taxes
Long-term tax strategies designed to reduce taxes across income, investments, and retirement.
Plan for Retirement
Customized strategies to help you transition into retirement with clarity, confidence, and control.
Protect Your Wealth
Risk management and insurance strategies to help you safeguard what you’ve built and prepare for the unexpected.
Leave a Legacy
Estate and legacy planning designed to reflect your values and provide for the people you care about.
Support Your Business
Whether you’re running a solo practice or leading a team, we help you align your business finances with your personal goals.
Nice to meet you!
Founded in 2006, TrueNorth Wealth has grown to manage over $1 billion in client assets, guided by an unwavering commitment to delivering exceptional value and trusted advice to help our clients achieve their financial goals.
Who you'll be working with
Certified Financial Planners
Working with a CFP® professional means your advisor has met rigorous standards for education, ethics, and experience to guide your complex financial decisions with expert care.
Fiduciaries
As fiduciaries, we’re legally required to act in your best interest at all times. That means no hidden agendas, no product commissions — just advice that’s based on what’s right for you.
A Fee-Only Firm
TrueNorth Wealth is a fee-only firm, meaning we don’t earn commissions, kickbacks, or incentives for recommending certain investments. We charge a small fee based solely on the assets we manage — aligning our success with yours.
What our clients say about working with us:
These testimonials have been provided by clients of TrueNorth Wealth as of 01/01/2026. They have not been paid or received any other compensation for sharing their opinion and experience with our firm.
Recent Insights from TrueNorth Wealth
What’s the Most Tax-Efficient Way to Pay Myself as a Business Owner?
Choose the wrong approach and you could pay more in taxes than necessary or raise red flags with the IRS.
How Much Should I Keep in an Emergency Fund as a Business Owner?
Unlike traditional employees, business owners often need an emergency fund that can help cover both personal and business cash flow disruptions.
3 Advanced Roth IRA Conversion Strategies for High-Income Professionals
High-income professionals have several strategies for moving money into a Roth account, even when they’re over the income thresholds.
Free Strategy Session
No two situations are the same.
Learn how we can help YOU.
Schedule your free session to:
- Tell us about yourself
- Uncover opportunities you may be missing
- Receive personalized recommendations to help you achieve your financial goals