Martin Lundgren
CFA®, CFP®, CIPM, PMP
Northern Lights Advisors Inc.
Financial Planner
Martin Lundgren
CFA®, CFP®, CIPM, PMP
Northern Lights Advisors Inc.
Financial Planner
Common sense, fiduciary, and fee-only. Our goal is to provide sound financial advice and tools to help steer you in the right direction. - Martin Lundgren, CFA®, CFP®, CIPM, PMP
Fee-Only financial planner located in Ballard, Seattle, WA, serving clients locally and across the country
Martin Lundgren is a Seattle, WA fee-only financial planner. Northern Lights Advisors Inc. provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Martin Lundgren is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
With fifteen 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.
Martin refers to himself as the fun sponge and voice of reason:
Providing personal attention to draw out what’s important to you in an interactive, entertaining and conversational way, while utilizing his deep knowledge, heavy data-driven process and modeling capabilities, and a team of key experts to present real-life scenarios — all of this brings clarity and sound straight-forward solutions to otherwise complex financial scenarios.
If fact, no scenario is too complex. The more complex the financial landscape, the more likely you will see this Swede at home in his element.
Martin Lundgren 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.
Northern Lights strongly believes the most important aspect of financial planning is to develop a long term sustainable plan that is continually being adjusted as life happens. This plan will look differently for each client and contains the following areas: investments, retirement, cash flow, insurance reviews, estate planning, foreign and domestic tax review, and other aspects of a client’s financial life. We believe that a one-time planning meeting will not fit most people and much more value is involved with a continuous process and many touch points.
In terms of investment philosophy, we at Northern Lights will develop a long-term asset allocation, and will adjust this in order to take advantage of opportunities in the markets. We believe the most long-term value is gained from an efficient asset allocation, revised tactical changes, and lastly selecting low cost quality managers in order to implement the most effective investment solution for our clients.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Martin Lundgren is a NAPFA-Registered Financial AdvisorThe 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.
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Martin Lundgren is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Martin Lundgren 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.
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Martin Lundgren is a Member of the XY Planning NetworkThe 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.
Contact Martin Lundgren
Office Locations:
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1448 NW Market Street
Suite 500
Seattle, WA 98107
