Martin  Lundgren

Martin Lundgren

| CFA, CFP®

Northern Lights Advisors Inc.

(703) 229-9841

Contact Me

Fee-Only Financial Planner serving the Seattle, WA area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

Visit Us

1416 NW 46th St
Ste 301
Seattle, WA

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Martin Lundgren is a Seattle, WA Fee-Only Financial Planner serving Seattle and all surrounding areas. Northern Lights Advisors Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Martin Lundgren is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

With twelve years of industry knowledge and experience in wealth management, Martin Lundgren, President and founder of Northern Lights Advisors, Inc. delivers exceptional service in advising clients. He previously served as a Client Relationship Director for a private wealth management service provider, advising wealth managers with over $10 billion under management. He was also responsible for large client relationships, investments, and asset allocation at a large multi-family office.

Mr. Lundgren holds the Chartered Financial Analyst (CFA) designation, considered the gold standard in the financial industry, has the Certified Financial Planner (CFP) certification, which is the premier financial planning standard and he holds a Certificate in Investment Performance Measurements (CIPM), an expert investment performance calculations designation. Lastly, he is a certified Project Management Professional (PMP).

Read More...

We are passionate about the wealth management industry and working directly with our clients to develop plans and actions that are tailored to their unique circumstances. With extensive experience from working with high net worth individuals we have come to understand our clients very well and respect your intelligence, and your unique financial needs. And we know what it takes to serve you.

It takes a deep knowledge of the financial planning, and investment strategies so your money is expertly and efficiently managed in order to growing and preserving your wealth, so you can feel secure about the future. It is important for an advisor to be independent and free from outside influences. That’s why we work on a fee-only, purely objective basis.

Quality wealth management requires personal attention. That’s why each Northern Lights client is given the personal attention they deserve, in person, over the phone, and numerous interactions via email, video conferencing, and written updates.

Read More...