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NorthAvenue
NorthAvenue was founded in 2018 in Columbus, Ohio by Kristen Moosmiller, a CERTIFIED FINANCIAL PLANNER™ and IRS Enrolled Agent who had worked with individuals...
NorthAvenue
NorthAvenue was founded in 2018 in Columbus, Ohio by Kristen Moosmiller, a CERTIFIED FINANCIAL PLANNER™ and IRS Enrolled Agent who had worked with individuals and families for over a decade before launching the firm. Moosmiller structured NorthAvenue as a fee-only registered investment adviser, meaning the firm explicitly refuses commissions, referral fees, and product sales — compensation comes solely from client-paid flat annual retainers. The firm's strategy hinges on bundling holistic financial planning with in-house tax preparation. NorthAvenue's website describes on-staff tax specialists who handle complex situations and annual personal tax filings, a departure from the industry norm of outsourcing tax work or limiting it to high-level guidance. Client assets are not managed by NorthAvenue directly; instead, the firm partners with Asset Dedication, a turnkey asset management platform, to build goals-based portfolios. Accounts are then custodied at Charles Schwab and Fidelity, creating an architecture where the advisor, the money manager, and the custodian are distinct. The firm serves individuals, high-net-worth individuals, and trusts, operating out of a single Columbus location under Moosmiller, who also served on the NAPFA national board from 2019 to 2022. Moosmiller earned an InvestmentNews "40 Under 40" award in 2016, prior to founding NorthAvenue. The team includes several CFP® professionals and a longtime CPA, Bobbie, who brings 30 years of estate and trust tax experience. In late 2025, the firm added intern Victoria Asiedu, a University of Cincinnati finance student, reflecting an ongoing pipeline for developing talent. The firm's structural differentiator lies in its bridged model — neither a pure investment shop nor a disconnected planning service. By embedding both tax preparation and goals-based asset management under a flat fee, NorthAvenue makes the advisor responsible for implementation across accounts, including outside employer-sponsored retirement plans, without any product-based incentive.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Columbus
Corporate office
Columbus, OH, United States
Principals
Kristen Moosmiller
Founder, CERTIFIED FINANCIAL PLANNER™, Enrolled Agent
Frequently asked questions
Is NorthAvenue a single-family office or a financial planning firm?
NorthAvenue is a fee-only registered investment adviser and wealth management firm, not a single or multi-family office. It provides comprehensive financial planning, tax preparation, and investment management services to individuals, high-net-worth individuals, and trusts, charging an annual flat fee rather than asset-based or commission-based fees.
How does NorthAvenue handle investment management?
NorthAvenue does not manage client portfolios in-house. It partners with Asset Dedication, a turnkey asset management platform, to build and manage customized goals-based portfolios. Accounts are custodied at Charles Schwab and Fidelity, and the NorthAvenue advisor oversees the strategy while incorporating outside assets such as employer 401(k)s.
Does NorthAvenue earn commissions or sell products?
No. NorthAvenue operates exclusively as a fee-only firm under a fiduciary standard. Its advisors are compensated solely through client retainer fees and never earn commissions on product sales or referrals. The firm identifies this structure as central to its conflict-free model, and its advisors include NAPFA-registered financial planners.
What makes NorthAvenue's tax treatment different from other RIAs?
NorthAvenue employs tax specialists on staff — including founder Kristen Moosmiller, an IRS Enrolled Agent — to handle complex tax situations and prepare annual personal tax returns in-house. Most financial planning firms stop at strategic tax guidance or outsource preparation; NorthAvenue bundles both into the flat fee.
Who makes the key decisions at NorthAvenue?
Founder Kristen Moosmiller leads the firm. She is a CERTIFIED FINANCIAL PLANNER™, an IRS Enrolled Agent, a former NAPFA national board member (2019–2022), and past chair and president of the Financial Planning Association of Central Ohio. Her team includes additional CFPs and a CPA, but Moosmiller is the sole named principal.
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