Looking for Direction?
We can help.
Our Team Works for You.

Whether you’re looking to manage a legacy, to have an impact, or to
find another way of working with your advisors, we provide the experience
and expertise to open doors you may not have considered previously and
to help you navigate the course we choose together.

OUR VISION

We see a world where economic, social, and environmental justice prevails and where vibrant communities and thriving ecosystems form the core of a resilient society.

OUR VALUES

Gratitude

We are hopeful. We believe in giving back. We respect the natural world.

Integrity

We are professional. We are guided by truth and honor. We connect values with action.

Perseverance

We are tenacious. We strive for solutions. We work for you.

Guidance

We are educators. We believe there is strength in knowledge. We help inform your decisions.

OUR PROCESS

Northfork_financial_bozemanNorthfork Financial provides independent consulting and advisory services to individuals and organizations who want to act upon their respective goals and values.

Some simply want to make sound financial decisions based on objective information. Others want their financial decisions to contribute positively to the world around them. We work with you to evaluate your current situation, gauge your priorities, and develop specific approaches to help you achieve your personal vision.

OUR PEOPLE

We are fiduciaries.

Our only obligation is to you – our client. We do not sell or promote any particular product or service.

We are educators.

We work to help you understand the connection between your personal situation and the financial world at large.

We are transparent.

We communicate fully the costs associated with any recommendations or course of action.

We are flexible.

We offer a variety of hourly consulting and advisory fee schedules to meet your needs.

We are experts.

For nearly a decade, we have successfully researched and implemented investment plans that have served our clients needs while benefiting our global community and the environment.

CONTACT US

If you have questions you’d like to discuss, get in touch with us.

We do not charge for an initial consultation.

Northfork Financial
222 E. Main St. Suite 201
Bozeman, MT 59715

P 406.579.0334
F 406.551.4366
info@northforkfinancial.com

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