We are passionate about the wealth management industry and working directly with our clients to develop plans and actions that are tailored to their unique circumstances. With extensive experience from working with high net worth individuals we have come to understand our clients very well and respect your intelligence, and your unique financial needs. And we know what it takes to serve you.
It takes a deep knowledge of the financial planning, and investment strategies so your money is expertly and efficiently managed in order to growing and preserving your wealth, so you can feel secure about the future. It is important for an advisor to be independent and free from outside influences. That’s why we work on a fee-only, purely objective basis.
Quality wealth management requires personal attention. That’s why each Northern Lights client is given the personal attention they deserve, in person, over the phone, and numerous interactions via email, video conferencing, and written updates.
Northern Lights strongly believes the most important aspect of financial planning is to develop a long term sustainable plan that is continually being adjusted as life happens. This plan will look differently for each client and contains the following areas: investments, retirement, cash flow, insurance reviews, estate planning, foreign and domestic tax review, and other aspects of a client’s financial life. We believe that a one-time planning meeting will not fit most people and much more value is involved with a continuous process and many touch points.
In terms of investment philosophy, we at Northern Lights will develop a long-term asset allocation, and will adjust this in order to take advantage of opportunities in the markets. We believe the most long-term value is gained from an efficient asset allocation, revised tactical changes, and lastly selecting low cost quality managers in order to implement the most effective investment solution for our clients.
With twelve years of industry knowledge and experience in wealth management, Martin Lundgren, President and founder of Northern Lights Advisors, Inc. delivers exceptional service in advising clients. He previously served as a Client Relationship Director for a private wealth management service provider, advising wealth managers with over $10 billion under management. He was also responsible for large client relationships, investments, and asset allocation at a large multi-family office.
Mr. Lundgren holds the Chartered Financial Analyst (CFA) designation, considered the gold standard in the financial industry, has the Certified Financial Planner (CFP) certification, which is the premier financial planning standard and he holds a Certificate in Investment Performance Measurements (CIPM), an expert investment performance calculations designation. Lastly, he is a certified Project Management Professional (PMP).