Jake Northrup

CFP®, CFA®, CSLP®

Experience Your Wealth, LLC

Founder and Financial Planner

Contact Me

Jake Northrup

CFP®, CFA®, CSLP®

Experience Your Wealth, LLC

Founder and Financial Planner

Prioritize your cash flow. Grow your net worth. Make work optional. - Jake Northrup, CFP®, CFA®, CSLP®

Contact Me

401-227-7881

Website

We help travel-loving young families who don't buy into the "9-5, work-until-you're-65" concept find the responsible balance between paying down debt, investing for the future, but also experiencing life now.

Hi there! 

We're the EYW team. Established in 2019, our home "offices" are based in Rhode Island (Jake), Tennessee (Marie) and Arizona (Mike) as we operate remotely and work with clients from all around the US.

We provide virtual, fee-only financial planning services to travel-loving young families who don't buy into the traditional "9-5, work-until-you're-65" concept. We help you find the responsible balance between paying down debt, investing for the future, but also experiencing life now.

Furthermore, we specialize in helping clients that have >$200,000 of household income and one (or more) of the following:

- Young kids

- Equity compensation (ISOs, NSOs, ESPP, RSUs,)

- Business or aspiring to own a business

- >$100k of federal student loans

Our team includes Certified Financial Planners (CFP®), Certified Student Loan Professionals (CSLP®), a Chartered Financial Analyst (CFA) and a former Certified Public Accountant (CPA) as we love to nerd-out on the technical side of financial planning, but our true passion lays with the "personal" side of personal finance - helping our clients articulate & visualize their dream life and then best align their financial decisions with their life.

We're shaking up the financial planning industry by bringing modern, life-centered financial planning advice and personal CFO-level service to our clients. We are completely remote, paperless and meet clients over Zoom with frequent guest appearances from kids, dogs, cats and whatever fun animals that may be around your home.

Disclaimer: We can't work with clients who don't like dogs. 

Hi there! 

I’m a travel enthusiast, local cuisine explorer, dog lover (especially pugs!), Tom Brady fan boy and ex-baseball player back in the days. However, my true passion lies in financial planning to help clients make the best possible life-centered financial planning decisions and run a modern, high tech and cutting-edge financial planning firm that is redefining how financial planning is really done. 

I love what I do – seriously, I nerd-out for it. I’ve spent countless hours learning as much as I can about financial planning and being involved in the community. Here are a few ways how:

  • Named to the 2020 Investment News 40 Under 40 Class
  • Named as a Top 23 Financial Planner for Millennials by Business Insider in 2020
  • Named a Young Advisor To Watch by Financial Advisor Magazine in 2021
  • Named a Top 100 Advisor by Investopedia in 2022
  • Earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation
  • Earned the Chartered Financial Analyst (CFA) designation
  • Earned the Certified Student Loan Professional (CSLP®) designation
  • Taught Retirement Planning and Employee Benefits at Boston University’s CFP® program

When I’m not wearing my financial planner hat, you can find me traveling around the world with my wife. Some of our favorite trips include Antarctica, Singapore, Thailand, Vietnam, Egypt, Iceland, Croatia and Greece (where we got married!).

You can learn more about my background, expertise and story here. 

Jake Northrup is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

We provide virtual, fixed-fee financial planning services to Gen X and Gen Y professionals that want to break the mold of "traditional retirement" and achieve financial freedom, where you have the financial resources that allows you to work when you want, where you want, and how you want in a way that financially supports your ideal lifestyle. 

This philosophy requires a creative, non-traditional approach that builds flexibility into your financial plan so you can possibly utilize your investments earlier in your life, before traditional "retirement" age.  

We specialize our services to work with:

  • High income professionals with student debt
  • Recently married dual income household
  • Married household with young children
  • Married household with teenage children

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Create your inspiring money vision
  • Prioritize and automate your cash flow
  • Create and execute an investment strategy
  • Bring relief to your student debt
  • Design a plan to pay for college
  • Run long-term financial freedom projections
  • Ensure you have the proper insurance + estate documents
  • Develop a strategy for your equity compensation
  • Take charge of your tax planning
  • Optimize the value of your employee benefits

Ideal Clients

  • You are a travel-loving young family that doesn't buy into the "9-5, work-until-you're-65" concept
  • You have >$200k of household income
  • You have either a) young kids, b) equity compensation (ISOs, NSOs, ESPP, RSUs), c) >$100k of student loans or d) are a current/aspiring business owner

Working Together

  • We provide life-centered, ongoing comprehensive financial planning services
  • Virtual meeting to fit your busy schedule
  • Transparent and fixed fees
  • No products, no insurance, no BS

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Jake Northrup is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Certified Student Loan Professional (CSLP®)
    Jake Northrup is a Certified Student Loan Professional (CSLP®)

    Financial Advisors having earned the Certified Student Loan Professional designation (CSLP®) understand the complexities of the student loan repayment options and have the advanced knowledge required provide to high quality student loan repayment planning advice within the scope of a holistic financial plan.

  • CFA - Chartered Financial Analyst

    Jake Northrup is a CFA® charterholder

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

  • XY Planning Network
    Jake Northrup is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • National Association of Personal Financial Advisors (NAPFA)
    Jake Northrup is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Financial Planning Association
    Jake Northrup is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Jake Northrup

401-227-7881

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Office Locations:

  • Bristol, RI 02809

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