Peter A. North

Peter A. North

| CFP®

North & Company, LLC

(904) 688-0685

Contact Me

www.northco.org

Fee Only Financial Planner Located in Orange Park, FL and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

1620 Brighton Bluff Court
Orange Park, FL 32003

100 Front Street
Suite 21
Bath, ME 04530

Peter North is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Qualifications

  • CERTIFIED FINANCIAL PLANNER™
  • Registered Investment Advisor ME, FL
  • Graduate of Merrimack College Advanced Study in Financial Planning Program (2002)
  • H&R Block Tax Preparer Course (60 hours).
  • Northeastern University, B. S. in Business Administration, 1977
  • High tech manager for twenty years, responsible for over 50 salaried employees and budgets in excess of $500M
  • A member of the National Association of Personal Financial Advisors (NAPFA). NAPFA members take an oath "not to accept any referral fees or compensation contingent upon the sale of a financial product."

Philosophy

Our role is to provide financial advice and services that create value for you. To accomplish that we believe in reviewing all the areas that affect your financial future. Our orientation is to understand your goals and coordinate with you to accomplish those goals.

Our investment recommendations are typically oriented toward a balanced mix of investments that provide both income and equity growth. A proper mix would include no-load mutual funds (or ETF's) with low expense ratios for their associated category. Our recommended investments will usually have a history of better than average performance in their category. For broad categories and core holdings we recommend index investments to keep expenses low. However, we blend these index investments with active fund manager investments in more finite categories.