We Help Investors Improve Their Financial Wellness
TruNorth Capital is devoted to help people improve their financial wellness and the founders honed their intelligent investment strategies over decades of experience. The TruNorth Capital story really began in 2001, when wealth management experts Brian and John began working together, managing investment assets and relationships for clients and corporations. TruNorth Capital's culture, philosophy and strategy is a direct result of what they've learned over the years. Towards the end of 2012, they realized it was the time to launch an investment advisory firm of their own to benefit their clients and the people they care about the most. In 2019, Kevin Miller joined the TruNorth Capital team as its Vice President and as a partner. And in 2020, TruNorth Capital reached another milestone - given its growth in assets under management, TruNorth Capital is now registered with and regulated by the Securities and Exchange Commission (SEC).
Brian is a graduate of Georgetown University and the University of Notre Dame Law and MBA program. He completed the Applied Investment Management Program at Notre Dame, and is a member of the State Bar of Michigan. He also graduated from the American Banker's Association National Graduate Trust School and holds the Series 65 qualification as an Investment Advisor Representative (IAR). Brian has been using multi-factor, market-return focused investment strategies since 1995. He is passionate about helping investors save and intelligently invest their assets at a fraction of the cost. He is a frequent, passionate advisor commentator to drive change in the investment world to make it a much better place for clients to realize their financial dreams.
John is a graduate of the University of Illinois at Urbana/Champaign and graduated with honors from the American Banker's Association National Graduate Trust School. John holds the Series 65 qualification as an Investment Advisor Representative (IAR) and earned the Certified Trust and Financial Advisor (CTFA) and Certified Retirement Services Professional (CRSP) designations. He is an investment operations and retirement plan innovator and has been part of the founding team of successful investment firms like Greenleaf Trust and TruNorth. John is very passionate about qualified retirement plan administration and has been an advocate for investment and administrative fee transparency to participants.
Kevin is a graduate of Western Michigan University in Kalamazoo, Michigan, where he studied Accounting and Finance. Kevin joined TruNorth Capital in 2019. Kevin carries the CERTIFIED FINANCIAL PLANNER™ certification. Professionals carrying the CFP® certification have completed extensive training and experience requirements and are held to rigorous ethical standards. Kevin also carries the Certified Private Wealth Advisor® designation which expands on the complexities many families face when creating their financial goals. He is a licensed Certified Public Accountant (CPA) in the state of Michigan. Kevin specializes in helping clients identify and reach their goals through proactive financial planning. He believes that financial planning and investment management should be affordable and accessible for all families, without compromising on quality, so that more families can get the help they need to achieve their financial goals and objectives.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Kristin graduated from Albion College with a degree in economics and management. Kristin joined TruNorth Capital in September of 2023 and has 18+ years of industry experience. She holds both the Certified Financial Planner® (CFP®) and Certified Private Wealth Advisor® (CPWA®) designation. Professionals carrying the CFP® certification have completed extensive training and experience requirements and are held to rigorous ethical standards. Kristin also carries the Certified Private Wealth Advisor® designation which expands on the complexities many families face when creating their financial goals. Kristin specializes in helping ultra high net worth families manage their financial situation through proper estate planning, complex investment strategies, and tax management considerations. Kristin joined TruNorth with the same vision for the future of wealth management and believes that wealth management should be delivered in an affordable yet comprehensive solution. Kristin is a wonderful new addition to our growing team.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.