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

206-203-6638

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 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 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).

Martin Lundgren is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

  • National Association of Personal Financial Advisors (NAPFA)
    Martin Lundgren is a NAPFA-Registered Financial Advisor

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

  • Certified Financial Planner (CFP)
    Martin Lundgren 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.

  • CFA - Chartered Financial Analyst
    Martin Lundgren is a CFA® charterholder

    A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.

  • XY Planning Network
    Martin Lundgren 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.

Contact Martin Lundgren

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Office Locations:

  • 1416 NW 46th St
    Suite 301
    Seattle, WA 98107

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