# TruNorth Financial - **Website:** - **Primary alias:** `trunorth-financial.com` ## Description TruNorth Financial is a registered investment adviser based in Newburgh, New York, offering personalized financial planning for individuals and families. The firm describes its approach as fiduciary and focused on understanding each client’s circumstances, goals, and priorities. Its services cover financial planning, retirement planning, wealth management, tax planning, multi-generational planning, and risk management. TruNorth helps clients develop customized financial plans, prepare for retirement, and manage and protect their assets while considering investment risks. Its tax planning guidance aims to identify ways to reduce tax burdens where appropriate, while multi-generational planning addresses wealth preservation and transfer, including support for education or charitable goals. Risk management services include assessing financial exposures and considering strategies such as insurance planning and asset allocation. The firm invites prospective clients to schedule a consultation and provides educational information about its services. TruNorth notes that investments involve risk and are not guaranteed, and that its website content is not investment, legal, or tax advice. ## Industries - 💰 Finance - 💰 Financial Planning and Management _(under Finance)_ ## Links - [facebook](https://facebook.com/61564308113447) - [instagram](https://instagram.com/shawndaviderickson) ## Logos & icons - logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idSovNSm4C/w/32/h/32/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791259195877) ## Colors | Name | Hex | Theme | | --- | --- | --- | | Pablo | #756f5f | accent | | Cloud Burst | #1d2e46 | dark | | Anakiwa | #a5e7ff | light | ## Fonts - Marcellus — asset _(google)_ - Inter — asset _(google)_ --- _Source: _ _See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._