NorthFork Financial, LLC Information

NorthFork Financial grows wealth by caring about people and the planet. We provide integrated planning and investment guidance for clients who want their interests to come first and who believe their financial choices should reflect their personal commitment to vibrant communities and thriving ecosystems. We are an independent and registered investment fiduciary which means our clients’ interests always come ahead of our own. We have no obligations to any specific financial services firm. We use a transparent fee structure as well as hourly rates. We do not have any hidden fees. We are educators. We empower our clients to understand their situation and be confident in their financial decisions. We are experts in the field of Socially Responsible and Impact Investing. For more than a decade, we have constructed and managed portfolios that not only align with our clients’ financial goals, but also with their personal values. Our ongoing and all-inclusive planning-centric model helps us provide guidance on all aspects of our clients’ financial lives, including managing their investments. We pride ourselves on our comprehensive approach, our integrity and above all, our commitment to our clients’ current and future well-being.