Cady North, CFP, MBA, founded North Financial Advisors in 2015 after more than a decade advising executives at firms including Bloomberg, where she worked as a senior expert on global financial policy. Her boutique, fee-only firm works with women and entrepreneurs, with offices in Washington, DC and San Diego and virtual service nationwide. North helps clients build financial freedom and plan around major life and business decisions, with no product sales or commissions. She is a member of NAPFA and the XY Planning Network. Her work has been featured in The Washington Post, Business Insider, and Forbes, and she authored a book on resilience and decision-making. The firm’s fee-only structure keeps its planning and investment advice aligned with client interests rather than product revenue.
Fee-Only