Investment Consultant
Our Services
Fiduciary Governance Support
Advising investment committees, trustees, and retirement plan sponsors on fiduciary governance, offering training, documentation, and plan management support.
Investment Advisory
Tailored investment advisory services offering strategic planning and research-driven insights for plan sponsors.
Individual Wealth Management
Personalized wealth management, confidence and partnership in striving to secure your family’s financial legacy across generations.
Who is PacNorth?
We are retirement plan consultants committed to providing excellent results and expert guidance. Our retirement plan advisors bring over 100 years of combined experience, serving hundreds of individuals and numerous firms across the Pacific Northwest, from logging companies to retail businesses. We provide company owners and plan sponsors with the specialized knowledge and insight needed to navigate the myriad of plan options and fiduciary responsibilities. We are dedicated to ensuring that plan participants receive comprehensive guidance and attentive service. We help individuals develop financial plans and strategies tailored to their unique goals and aspirations. Retirement is a universal concern for both businesses and individuals. That’s why we assist in planning for this critical milestone, and aim to ensure a secure and prosperous future for everyone involved.
We are dedicated to providing investment management and strategic wealth planning that is right for you.
Our mission is to take the complexity out of wealth management and provide straightforward advice to guide you towards your goals. Whether you’re a first-time investor or getting ready to retire, we’re here to offer insights, education, and support tailored to meet your needs now and in the future.
A more personal approach to financial planning
We want to understand your goals. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.
And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.
Our Team’s Difference
Integrity: Being your financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.
Support: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in pursuing your financial goals.
Experience: Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.
Awards & Recognitions
Explore our accolades and recognitions, showcasing our commitment to excellence in the industry.
The Financial Times Top 401 Retirement Plan Advisers ranking awarded to financial advisors advising at least $75 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
The NAPA Top DC Advisor Teams ranking based solely on defined contribution (DC) plan assets under advisement as reported directly by nominees.
