Who We Are
NorthBridge Wealth was founded on a single belief: that every person deserves honest, unbiased financial guidance — free from conflicts of interest.
A decade of guiding individuals and families toward financial clarity.
From first-time investors to multi-generational wealth planning.
We never earn commissions. Our only incentive is your success.
NorthBridge was founded in 2013 after our founders spent years inside large financial institutions — watching advisors push products that paid the highest commissions rather than served clients best.
We left to build something better. An independent firm where advice is driven solely by what's right for you, not what generates the highest fee for us.
Today, our team of credentialed advisors works with clients across the country, providing transparent, conflict-free guidance at every stage of life.
The best financial advice is the kind you'd give your own family — honest, thoughtful, and completely free of hidden agendas.
James Hartwell · Co-Founder & CEO
Our Values
We are legally and ethically bound to act in your best interest at all times. No exceptions, no fine print.
Every fee, every recommendation, every potential conflict — disclosed clearly before you make a single decision.
No parent company, no proprietary products, no sales quotas. Our recommendations come without strings attached.
Finance is already complicated enough. We speak clearly, skip the jargon, and make sure you truly understand your options.
We're not here for the transaction. We're here to grow with you through every stage of your financial life.
Expert advice shouldn't require a minimum net worth. We work with clients across all financial situations.
Leadership
Co-Founder & CEO · CFP®
Former portfolio director at Merrill Lynch with 18 years of experience in wealth management and retirement planning.
Co-Founder & Chief Advisor · CFA®
Specializes in tax-efficient investing and multi-generational wealth transfer strategies for high-net-worth families.
Head of Wealth Planning · CFP®, CPA
Brings 14 years of expertise in comprehensive financial planning, estate strategy, and small business financial structure.
Take our free 2-minute assessment and connect with an independent advisor who puts you first.
Start Your Assessment