About Us

Know Us Better

Joann North

Owner, Investment Advisor Representative

Have you ever needed Financial Guidance, but instead got a sales pitch for specific products or service without the Advisor even understanding your specific situation or what you wanted accomplished?

My passion for helping clients get better financial outcomes came from years of being a single parent balancing work and children. I experienced firsthand the lack of personalized financial guidance in running my household and consequently, made costly mistakes.

I am committed to helping you by listening to your concerns and goals, simplifying complex financial concepts, minimising risk where possible, and creating a clear Plan. In my 25 years of helping individuals and families, clients consistently tell me it's such a sense of relief to have a plan in place to help them reach their goals.

If it's important to you, it's important to me!

Creating your plan is just the beginning because Life Happens! My team and I are here as your resource to help you look at possible options when your circumstance change or the unexpected happens. You don't have to handle the tough decisions on your own or without adequate understanding of your potential choices to meet your needs.

Our mission

Mission Statement

North Financial, LLC understands you are unique and your financial needs are unique. That is why we start by simply listening-listening to your values, your goals, your plans for loved ones and yourself.

Thru our process we strive to build a unique level of collaboration and trust with clients. We want to help you develop, implement and monitor a strategy that's designed to address your individual situation. A Financial Plan addressing your specific needs can bring peace of mind and confidence going forward.

Our commitment is to utilise all our resources to help you pursue your goals. We are focused on you and your satisfaction. We are here for you.

Have you ever needed Financial Guidance, but instead got a sales pitch for specific products or service without the Advisor even understanding your specific situation or what you wanted accomplished?

My passion for helping clients get better financial outcomes came from years of being a single parent balancing work and children. I experienced firsthand the lack of personalized financial guidance in running my household and consequently, made costly mistakes.

Check the background of your financial professional on FINRA's BrokerCheck .

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. https://go.jnorthfinancial.com/privacy

Copyright 2024 JNorth Financial

Form CRS Redwood ADV Part 3 https://reports.adviserinfo.sec.gov/crs/crs_312942.pdf

J North Financial, LLC and Joann North offer Investment advice through Redwood Private Wealth, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 (“Redwood”). Redwood is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Redwood offers, or that its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to Redwood are available at https://redwoodprivatewealth.com. Additional information pertaining to Joann North and/or Redwood’s registration status, its business operations, services, fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/. Redwood Private Wealth and JNorth Financial, LLC are independent of each other.

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