True North Advisors

I had a great experience working with Charlotte and the team. They were extremely professional and took the time to thoroughly review my income, expenses, and overall financial picture.

What I appreciated most was the level of trust and comfort Charlotte created. She made thoughtful recommendations without ever making me feel pressured, and I was able to be completely open about where I currently stand financially without feeling judged.

She also took the time to reassure me that I’m doing a good job, which meant more to me than she probably realizes. I left the experience feeling informed, encouraged, and confident about my next steps. Thank you, Charlotte and team!

If you are looking for EXCELLENT financial planners, may I recommend True North Advisors located in Innsbrook in Richmond, VA. Russ and Rawlings Cumbea have been amazing to work with over the years! They have helped with our college and retirement planning. They aren’t just a name on your account statements, but genuine, Christian men who get to know your family members by name and meet with you in person to discuss your individual financial situation and goals.

Jen Rose at True North has handled my financial planning, investment advice, college funding strategy, and wealth management since 2018. I first met her at a college funding workshop she hosted at Glen Allen High School, and it was easily the most useful hour I’d spent on the topic. We started working together shortly after to build a plan that covers paying for college for my kids and my own retirement.

What sets True North apart is that they actually listen. Jen asked about my goals before recommending anything. She was realistic and transparent about what my plan could and couldn’t do, and she laid out several ways to diversify based on my risk tolerance instead… read full review