Martin Lundgren, CFP®, CFA, CIPM, PMP Northern Lights Advisors Inc.

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About Martin Lundgren, CFP®, CFA, CIPM, PMP

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.

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).

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Ideal Clients

  • Entrepreneurs
  • Gen Y/Millennials
  • Junior Executives
  • Technology Field

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: Starting at $200 per month
  • Quarterly Fee: Starting at $500 per quarter
  • Flat Fee: Negotiated based on the complexity of work performed.
  • AUM Fee: 1.25% or lower

 

SEC Records

States Registered

  • California
  • Virginia
  • Washington
  • District of Columbia

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