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True North Advisors
True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas. We serve business owners, private investors, and families with significant wealth who require more than investment management. They require a trusted strategic partner. Personal by Design. Institutional by Capability. Our role is to integrate every dimension of a family’s financial world, including wealth planning, portfolio construction, private investments, business exit strategy, and legacy design, into one aligned strategy. We earn trust through disciplined execution, deliver deeply personalized counsel shaped around each family’s values and vision, and stay one step ahead by anticipating complexity before it becomes reactive. Founded in 2000, True North operates with a long-term orientation and a generational mindset. Our mission, Fulfilling Lives™, reflects our commitment to helping families use wealth intentionally, by preserving opportunity, strengthening purpose, and building legacies that endure. The most important asset we manage is trust.
Dallas, Texas, US
Private
$5.7M Revenue
https://www.truenorthadvisors.com
84 Employees
Legacy Financial Advisors
You’ve worked too hard to let money control you. All too often, we hear people say things like… ▸ Do I have enough? ▸ I don’t know where I stand financially. ▸ How can I make things more equal for my kids? ▸ I want to make sure I make the right choice. ▸ Money shouldn’t define my life. At Legacy Financial Advisors, we’ve helped many people find a clear path forward. ▸ Go from uncertain to empowered. ▸ Gain confidence to make proactive decisions. ▸ Get the freedom to focus on what really matters. ▸ Build a life that aligns your treasure with your heart. As your financial professionals, we will utilize our industry leading resources to assist in keeping you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your financial dreams. Trust your legacy to our team.
Covington, Kentucky, US
Private
$10.3M Revenue
http://www.legacyfinancialadvisors.com/
44 Employees
Evergreen Wealth Solutions
Evergreen Wealth Solutions is a client-centric wealth management firm offering personalized services for individuals, families, businesses, and institutions. We view managing your wealth as a unique opportunity and privilege, so we treat them as if they were our own. We're real people serving real people, and we believe that our clients' interests come first. Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.com, a Registered Investment Adviser. This communication strictly intended for individuals residing in the states of CA,CO,DC,FL,GA,IL,IN,KY,MD,MN,MO,NC,NJ,NY,OH,OK,OR,PA,VA,WI,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html
Williamsport, Pennsylvania, US
Private
$1M Revenue
https://www.evergreenwealthsolutions.com
10 Employees
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