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NORTH FORK FINANCIAL, LLC
NorthFork Advisors is an independent fiduciary wealth management firm in Bozeman, Montana serving clients across the country. They provide integrated...
Overview
NorthFork Advisors is an independent fiduciary wealth management firm in Bozeman, Montana serving clients across the country. They provide integrated financial planning and investment management with a focus on impact and ESG investing. They are a registered B-Corp and fee-only advisors legally obligated to act in clients' best interests.
General information
Firm type
RIA
Year founded
2011
Location
Country
United States
City
Bozeman
Principals
Sarah Fitzgerald
CFP® — Partner and Advisor
Wes Shifrin
CFA — Partner and Advisor
Bill Stoddart — Founder (no longer active; internal resource and thought partner)
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