NorthLanding Financial Partners

Our Vision: Empowering Financial Clarity and Success

NorthLanding Financial Partners (NLFP) is a team of experienced professionals dedicated to guiding individuals and families toward financial clarity and success. We believe financial planning should be a collaborative process, built upon trust, personalized understanding, and a shared vision for the future.

What We Do

We offer a comprehensive range of services to address your financial goals and concerns, including:

Investment Management Service

• Personalized portfolio construction and management based on your risk tolerance, goals, and aspirations.
• Regular review and optimization to ensure your portfolio remains aligned with your evolving needs and objectives.

Xerox Retirement Services

• Comprehensive guidance and planning to maximize your 401(k) and RIGP benefits.
• Personalized strategies to address potential gaps in your retirement savings and income.

The FCA Process

• A collaborative process to identify your financial goals and aspirations.
• Development of a customized plan to achieve your financial "NorthLanding" - the secure and fulfilling state you want to reach.

Our Guiding Principles

At NLFP, we stand by these core principles:

• Client-Centricity: Your needs and aspirations are our paramount concern.
• Personalized Planning: We tailor our strategies to your unique financial situation and goals.
• Transparency: We provide clear and concise explanations of our processes and fees.
• Integrity: We prioritize honesty and adhere to the highest ethical standards.
• Communication: We maintain open and regular communication with you throughout the process.

What Makes Us Different?

Our approach to financial planning is characterized by:

• Advisor-Owned: We are not beholden to any corporate entities, allowing us to prioritize your needs.
• Holistic Perspective: We consider all aspects of your financial life to create a truly personalized plan.
• Technology & Expertise: We leverage advanced technology and industry experience to provide efficient and effective solutions.
• Personalized Attention: You receive dedicated guidance and support from your experienced financial advisor.

Join Us on Your Financial Journey

Contact us today to schedule a complimentary consultation and explore how NorthLanding Financial Partners can empower you to achieve financial clarity and success.