Cady North

CFP®, MBA

North Financial Advisors

Founder | CEO

I can work with clients anywhere!

Cady North

CFP®, MBA

North Financial Advisors

Founder | CEO

I am a fiduciary financial advisor that loves helping women and entrepreneurs dream big, navigate life changes, and find financial freedom. - Cady North, CFP®, MBA

Cady North is a Washington, DC and San Diego, CA- based financial advisor and investment manager. North specializes in financial planning, investment management, and retirement planning for women, especially those that wish to start businesses. Cady North is a fiduciary financial planner.

I’m the founder of North Financial — a boutique financial planning firm that specializes in helping women dream big and get their personal finances on track. A lot of my clients aren’t entrepreneurs yet, but they want to be, or at least know they don’t want to work the same desk job forever.

To give your business the best chance of success, your personal finances need to run smoothly. However, with your busy personal and professional life, you probably don’t have time to wade through mountains of news and information to figure out what to do about your budget, investing, or retirement planning. This is where I can help.

I come from a family of small business owners and learned to balance a business checkbook at the age of 13. I definitely have the entrepreneurship bug in me, but it’s taken me a while to get here. I spent more than a decade advising high-level executives of Fortune 500 companies while working in the financial services industry for companies such as Bloomberg and Financial Executives International.

My work has been featured in Bloomberg, Forbes, and the Washington post.  I enjoy public speaking and teaching people about financial literacy, and I'm a volunteer as a business coach in my spare time. If you’d like to have the financial freedom to start your own business one day, schedule a FREE consultation with me. I’d love to chat with you!

Cady North's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)
  • XY Planning Network

North Financial is boutique financial planning firm based in Washington, DC that serves clients virtually. We specialize in providing effective and affordable fee-only advice to women and entrepreneurs. We focus on the big questions like what would it take for me to save enough to leave my job?  What types of insurance and retirement issues should I look into now that I’m self-employed? We dive into your goals and values related to money and provide a comprehensive financial plan to get there.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Investment Management
  • Business Planning
  • First-Time Home Buying
  • Employee Benefits
  • Student Loans

Ideal Clients

  • Entrepreneurs & Business Owners
  • Self Employed Individuals
  • Women
  • Young Families
  • Young Professionals

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Cady North is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Cady North is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Cady North is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Cady North

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Office Locations:

  • 700 12th Street NW
    Suite 700
    Washington, DC 20005
  • 704 J Street
    San Diego, CA 92101

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