About Matthew Crum, CFP®
I am a CERTIFIED FINANCIAL PLANNER™ Professional and the founder of True North Financial Services. My career started 10 years ago after graduating with a degree in Finance and Economics from the University of Delaware. Since then, the diverse experience I’ve gained working with clients and financial advisors has been invaluable, but it’s also given me a unique prospective on where there’s still a great deal of opportunity to improve.
My moment of clarity came while working for an institutional wealth management firm in Connecticut. I notice that, although clients were typically looking for an advisor to help them better understand and manage their financial lives, most advisors I encountered were primarily focused on managing investments. Many offered financial planning as a free add-on service, but because the advisors were paid based solely on the value of client’s investments, their focus remained on managing their client’s portfolios. Despite this misalignment of priorities, I found that many clients continued to work with investment-focused advisors simply because they saw no other option.
I founded True North Financial Services to change that very dynamic and offer people a different kind of relationship with their advisor. To better align our focus with the kind of help clients are seeking, True North instead charges a flat monthly fee for on-going financial planning and advice. Investment management and other services are also provided, but they are just one component of the on-going financial planning we provide to our clients.
This seemingly small change allows a shift in overall focus from simply managing investments to helping our clients make better-informed financial decisions.
Although I work with many different kinds of investors, I predominantly work with young professionals and women in transition because of my own personal and professional experiences. Most importantly, I’ve found that both groups are searching for, and benefit most from, working with an advisor focused on more than just investments.
At True North, our goal is to help our clients bring clarity to their vision of success and help map their unique path to achieve it. What does your vision of success look like?
Allow us to help guide you on your life’s journey.