Northward Financial Group
Northward Financial Group is an independent wealth management firm founded in 2022 in Needham, Massachusetts, serving high net-worth individuals, families, and executives through integrated financial planning, investment management, tax planning, and risk management services delivered via a five-principal team affiliated with Private Advisor Group.
- Company typePrivate
- Founded2022
- HeadquartersNeedham, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Northward Financial Group does
Northward Financial Group is an independent, privately held wealth management firm founded in 2022 and headquartered in Needham, Massachusetts. The firm serves high net-worth individuals and families, as well as executives and business owners, offering an integrated platform of six core services: Financial Planning, Investment Management, Income & Tax Planning, Risk Management & Insurance, Coordination with the client's broader financial network (accountants, attorneys), and a Goals-based methodology. The practice is led by five principals — Susan K. Arnold, Ronald Halterman, Brett C. Lonergan, Nicholas T. Rossi, and Wealth Planner Cameron D. Frank — all of whom previously worked at Weston Financial Group.
Northward Financial Group firmographics
Firmographics- Name
- Northward Financial Group
- Legal name
- Northward Financial Group
- Website
- https://northwardfinancial.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Northward Financial Group is an independent wealth management firm founded in 2022 in Needham, Massachusetts, serving high net-worth individuals, families, and executives through integrated financial planning, investment management, tax planning, and risk management services delivered via a five-principal team affiliated with Private Advisor Group.
- Ownership category
- akta.pro rank
Northward Financial Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- akta.pro primary industry
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
Keywords
Where Northward Financial Group is headquartered
LocationHeadquarters
- HQ city
- Needham
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Northward Financial Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Services: Northward Financial provides investment advice offered through Private Advisor Group, a registered investment advisor. Revenue is generated through fee-based advisory arrangements, likely calculated as a percentage of assets under management (AUM). The firm operates on a fiduciary basis, providing objective and tailored advice without proprietary product incentives.
- Financial Planning Services: Comprehensive financial planning services including investment management, income and tax planning, risk management and insurance, and coordination with clients' broader financial networks. These services are integrated into the overall wealth management offering.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-based advisory services through Private Advisor Group affiliation |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels3 records
Northward Financial Group product offering
Product offeringCore offering
Northward Financial Group is an independent wealth management firm that provides comprehensive financial planning, customized investment management, income and tax planning, risk management and insurance, and coordination with clients' broader financial networks for high net-worth individuals and families. The firm delivers these services through a fiduciary commitment, an open architecture investment platform, and a goals-based planning methodology, operating under the registered investment advisor Private Advisor Group.
Product overview
Northward Financial Group is an independent wealth management firm offering a unified service platform. The core offering comprises comprehensive wealth management services organized around six interconnected service areas: Financial Planning, Investment Management, Income & Tax Planning, Risk Management & Insurance, Coordination with Your Financial Network, and a Goals-based Approach methodology. These services are delivered through a personalized, fiduciary commitment to help high net-worth individuals and families preserve and grow their wealth.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive understanding of the client's financial situation to develop a tailored plan to help achieve their goals, offered to high net-worth individuals and families.
- Investment Management Customized investment management service utilizing an open architecture platform to identify best-in-class managers and solutions across all asset classes, offered to high net-worth individuals and families.
- Income and Tax Planning Income and tax planning service that works closely with clients and their tax professional to identify strategies to maximize savings on income and estate taxes over time.
- Risk Management and Insurance Risk management and insurance service that identifies and evaluates sources of risk and works to insulate clients against those risks, minimize potential losses, and protect financial well-being.
- Coordination with Client Financial Network Service that simplifies client life by orchestrating and working directly with their financial network and other professional contacts (such as accountants and attorneys) to ensure everyone is aligned.
Quantifiable outcome
- Vanguard estimates advisor coaching on staying invested through volatile periods can add approximately 2% per year in net returns over time
- +2 more outcomes
Companies that use Northward Financial Group
Customer profileSegments2 records
Ideal customer profiles2 records
Northward Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Northward Financial Group partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Private Advisor GroupcoreFounded in 1997 in Morristown, NJ, Private Advisor Group serves as the registered investment advisor under which Northward Financial provides advisory services. The firm manages over $41.3 billion in advisory assets and has been recognized as a top 10 RIA firm by Barron's every year since 2018, ranking #4 on the 2025 Top 100 RIA Firms list. Northward operates as an independent practice within this affiliation.
- Fidelity InstitutionalcoreFidelity Institutional provides clearing and custody platform, brokerage services, trading capabilities, and practice management consulting. The platform supports clearing and custody through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, with over $4.5 trillion in assets under administration as of March 2022.
- eMoney AdvisorcoreeMoney Advisor provides technology solutions for holistic financial planning, strengthening client relationships, streamlining business operations, and supporting business development. More than 96,000 financial professionals use the eMoney platform to serve 4.5 million households throughout the U.S. eMoney is a Fidelity Investments company.
Scale indicators3 records
Recent moves5 records
Expansion highlights5 records
Northward Financial Group competitors and assessment
Company assessmentDirect peers
- Creative Planning: Large national RIA providing comprehensive wealth management, tax, estate, and financial planning services to HNW clients. Comparable business model — fee-based advisory, open architecture, integrated planning — but operating at much greater scale across multiple U.S. locations.
- Carson Group: National RIA serving HNW households through affiliated advisor practices, with a partner-firm model similar in concept to Northward's affiliation with Private Advisor Group. Comparable in offering comprehensive planning, coaching, and back-office infrastructure to independent advisors.
- Mariner Wealth Advisors: Independent, nationally focused RIA offering comprehensive financial planning, investment management, tax, and estate services to HNW individuals and families. Highly comparable service model and target client segment, with Northward operating as a much smaller-scale analog.
- Fisher Investments: Large independent RIA primarily serving HNW and institutional clients with portfolio management and personalized financial advice. Directly comparable as a fee-based, advice-led investment manager, though operating at significantly greater scale and asset base.
- Edelman Financial Engines: One of the largest independent RIAs in the U.S., serving hundreds of thousands of households with comprehensive financial planning and investment management. Directly comparable as a fee-based, advice-led RIA targeting mass-affluent and HNW clients, though at substantially greater scale.
- Bessemer Trust: Multi-family office and private wealth manager serving ultra-HNW families with integrated investment, tax, estate, and fiduciary services. Comparable in delivering comprehensive, fiduciary, planning-led wealth management, though at a higher end of the wealth spectrum.
Broad incumbents
- Cambridge Investment Research: Large independent broker-dealer and RIA platform supporting affiliated advisors with compliance, technology, and practice management infrastructure. Comparable in providing the institutional platform layer that independent advisory practices, like Northward, rely on for scale.
- Merrill Lynch Wealth Management: Bank-affiliated wealth management franchise serving HNW and ultra-HNW households with investment, banking, and planning services. Comparable in targeting affluent families needing comprehensive wealth solutions, but as a much larger incumbent with proprietary product and bank balance-sheet capabilities.
Emerging players
- Facet Wealth: Tech-enabled RIA offering flat-fee financial planning and investment advice targeted at HNW households via a virtual delivery model. Comparable target segment (HNW needing fiduciary advice) but differentiated by digital-first delivery versus Northward's high-touch local model.
- Personal Capital (Empower): Hybrid digital wealth manager combining automated tools with human advisors for HNW clients, offering investment management and financial planning. Comparable in serving HNW with integrated planning, but at much larger scale and with a primarily digital engagement model.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Northward Financial Group social profiles
Digital presenceNorthward Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Northward Financial Group leadership team
Management profileNumber of profiles
Profiles5 records
Northward Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Northward Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Northward Financial Group
What does Northward Financial Group do?
Northward Financial Group is an independent wealth management firm that provides comprehensive financial planning, customized investment management, income and tax planning, risk management and insurance, and coordination with clients' broader financial networks for high net-worth individuals and families. The firm delivers these services through a fiduciary commitment, an open architecture investment platform, and a goals-based planning methodology, operating under the registered investment advisor Private Advisor Group.
Is Northward Financial Group a public or private company?
Northward Financial Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Northward Financial Group founded?
Northward Financial Group was founded in 2022. It employs 1 to 10 people.
Where is Northward Financial Group based?
Northward Financial Group is headquartered in Needham, United States, in the North America region.
How does Northward Financial Group make money?
Two revenue lines are on record. Investment Advisory Services are the primary driver. The others are financial Planning Services.
Who are Northward Financial Group's main competitors?
Direct peers on record are Creative Planning, Carson Group, Mariner Wealth Advisors, Fisher Investments, Edelman Financial Engines and Bessemer Trust. Broad incumbents are Cambridge Investment Research and Merrill Lynch Wealth Management. Emerging players are Facet Wealth and Personal Capital (Empower).
Does Northward Financial Group have an API?
No public API is recorded for Northward Financial Group.
What industry is Northward Financial Group in?
Northward Financial Group's product category is Wealth Management. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management. Its NAICS code is 523940.