True North Advisors was born out of a shared vision of its two founders, Scott Wood and Mark Gehlbach, to offer a dramatically better service in the world of wealth management. Coming from traditional money management firms where advice was tied to the selling of products, they became convinced that expert advice can only be provided with complete objectivity.
Ten years later, True North exists to provide conflict-free advice and excellence through an alignment of people, process and philosophy to provide best-in-class wealth management. It’s a truly consultative approach that ensures that our clients’ needs always come first, focusing solely on their goals so that wealth can be enjoyed as the blessing it should be.
Our Growth Since 2000
Despite opening its doors in one of the worst bear markets in history, the advisory solution that Scott and Mark developed and deliver today at True North Advisors has been well received.
Cross-generational families, successful business owners and executives, both young and old in various stages of life have entrusted our team with their wealth management. More than 500 clients with almost $900 million in assets are benefitting from our highly personalized process of managing wealth to help achieve our client’s unique personal life goals.
Our growth over the past decade has been steady and, with 26 employees and clients throughout the United States, True North has become a leading advisory firm serving private and institutional clients in the region and the country. And, with a 98% client retention rate, we are proud that intentional growth has resulted in continued satisfaction of our clients.
Notable milestones:
- In the Fall of 2005, Charles Schwab & Co. recognized True North Advisors as one of the best-managed advisory firms in the country.
- In August of 2008, the Dallas Business Journal ranked True North Advisors among the top eleven financial asset managers in the Dallas/Ft. Worth area.
- In December of 2008, Investment News acknowledged True North Advisors as of the top 50 fee-only advisors in the country, ranked by growth in discretionary assets under management.
- In July of 2009, Wealth Manager Magazine recognized True North Advisors as the 150th ranked Wealth Manager in the country among the Top 500 based on asset managed per client.
- In August of 2009, Barron’s named True North in the Top 100 Independent Financial Advisors in the country, based on assets, revenues and quality of the firm’s practices.
Fast Facts:
- Clients are entrusting True North with almost $900 million of their assets.
- We currently serve as advisor/steward for over 500 clients.
- 98% of clients each year have chosen to remain with True North Advisors.
- Our Advisors each have an average of 18 years of experience in the investment industry.
- Both private individuals as well as institutions have relied on the stewardship services provided by True North Advisors.
