What is NorthFork Advisors?
NorthFork Advisors stands for PLANNING. INVESTING. IMPACT. This independent wealth advisory team is based in Bozeman, Montana, while serving clients across the country. The core idea behind this project is to connect clients’ financial goals with the values that matter the most. It is more than just managing money—it’s about putting a portfolio to work, unlocking potential, and discovering possibilities at every step, whether starting a career, planning retirement, or building a legacy. The company emerged in the fall of 2011 with a clear, purpose-driven approach to integrated financial planning and advisory services.
Main Benefits
- Established in fall 2011 with a deep commitment to bettering lives and communities
- Operates as fiduciaries held to the highest standard of financial responsibility
- Registered B-Corp, reflecting an entrepreneurial spirit and sustainable values
- Focus on impact investing that supports critical environmental, social, and corporate governance issues
- Provides dedicated teams that simplify, optimize, and streamline financial planning and investment management
Integrated Financial Planning and Impact Investing
NorthFork Advisors’ philosophy is that financial management is about more than numbers—it is about life, purpose, and positive change. This approach is built on the belief that investment decisions can create real, meaningful impacts. With an emphasis on integrated financial planning, clients are provided with a comprehensive foundation that not only secures their future but also turns financial goals into pathways for broader social and environmental contributions. The seamless blend of disciplined investing and impact focus means that every portfolio is purpose-built, echoing the idea that money can unlock a world of possibilities.
Fiduciary Responsibility and Transparency
A cornerstone of NorthFork Advisors is its commitment to fiduciary responsibility. The team operates under one overriding principle: acting in the best interests of clients at all times. Unlike the suitability standard, this fiduciary standard requires explanations behind every recommendation, ensuring that investment decisions are made with complete transparency. There is a clear dedication to explaining the “why” behind each recommendation, empowering clients to make informed decisions. This level of openness fosters true confidence in one’s wealth management strategy—an approach that redefines the idea of securing the future through meticulous planning and clear communication.
Empowering Investment Decisions
Investment decisions hold significant power when it comes to shaping not only personal futures but the world at large. NorthFork Advisors emphasizes that owning company stock means having a say in how that company operates. With this empowering concept, the advisory team amplifies a client’s voice as a shareholder. This means that every investment becomes an opportunity to engage with broader societal and environmental issues. Through this dynamic process, risks are managed and portfolios are adapted to support long-term plans, ensuring that financial decisions are in tune with the client’s values and the challenges of today’s world.
Project Impact on Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – Reflecting the commitment to ethical growth and empowered financial decision-making
- SDG 12: Responsible Consumption and Production – Emphasizing transparency and sustainable investment practices
- SDG 13: Climate Action – Backing impactful strategies that contribute to environmental stewardship
- SDG 16: Peace, Justice and Strong Institutions – Upholding the highest fiduciary standards to build trust and security
- SDG 17: Partnerships for the Goals – Encouraging collaborative efforts to connect financial success with community impact
Commitment to Purpose and Prosperity
NorthFork Advisors brings together the confluence of purpose and prosperity, illustrating that financial strategy can be both a safeguard for tomorrow and a dynamic tool for today’s change. The dedication to optimizing both time and money is evident in every aspect of the advisory service provided. Clients are guided through complex financial landscapes with clear, concise communication and a transparent strategy that is as much about understanding values as it is about planning investments. It is a journey where every step counts… and every recommendation is part of a larger mission to build a brighter future for individuals, families, and communities at large.
