Northavenue LLC

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--> NorthAvenue Financial Advocates | Columbus, Ohio top of page FEE-ONLY Holistic, tax-focused financial planning for a flat fee. Our One-Stop Shop Sets Us Apart As true comprehensive financial planners, NorthAvenue is with you through every phase of the financial planning process and implementation: investment management, proactive tax planning and preparation, and planning for retirement, estate, insurance, education, cash flow, unique circumstances, and more. ONE FEE FIDUCIARIES Our pricing is simple and transparent. For one annual fee, you get unparalleled comprehensive financial planning services with ongoing access to your advisor throughout the year. And, because we are Fee-Only - compensated exclusively by our clients and never earning commissions of any kind for product sales or referrals - you can trust your best interests are our sole priority. PROACTIVE TAX PLANNING AND PREPARATION Unlike most firms that may offer basic tax planning services, we understand the tax consequences of your various income sources, investments, and small business. With tax specialists on staff, we are able to handle complex tax situations. Plus, we take care of our clients annual personal tax preparation. INVESTMENT MANAGEMENT Rather than have 1 person handle your investments, we partner with a nationally recognized, research-based investment team that will manage your portfolio to a higher standard included in your one fee. Using an academic approach to planning-centric investing, Asse

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