Magnetic North Advisors

Magnetic North Advisors We are a team of Financial Planners & Wealth Advisors focused on collaborating with our clients for their financial future.

At Magnetic North Advisors, we believe that life experience and learning are the foundation to a solid financial plan. While we focus on educating clients to make informed decisions, we recognize the impact their life story has on the planning process. We take the time to understand where our clients are in life and where they want to be in the future. We know that each client and situation is uni

que. Our team promises a hands-on, personalized approach that offers the opportunity for personal financial independence. Our advisors understand the importance of trust and respect when it comes to planning for the financial future of our clients. With that being said, we have built our business on a set of guiding principles that are at the very core of who are both professionally and personally. Guiding Principles:

• Integrity
• Ethics
• Education
• Exceptional Service



Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Magnetic North Advisors. Investor Disclosures: https://www.kestrafinancial.com/disclosures

I don't hear ANYONE complaining about spending too much money and too much time in the years of raising kids and being i...
06/01/2026

I don't hear ANYONE complaining about spending too much money and too much time in the years of raising kids and being in the heart of life.

It's always the opposite.

The ones who over-saved and lived frugal waiting for "someday" are often the ones who look back and wish they'd gone home earlier, thrown the baseball in the yard more, taken the extra trip.

Nobody HAS EVER sat across from me and said: "I'm so glad we didn't take that family vacation."

Not once.

What I hear is the opposite.

- They wish they'd gotten home a little earlier.
- Thrown the baseball in the yard more.
- Made the trip happen instead of pushing it to next year.

There's a version of "responsible saving" that quietly costs you the years that matter most.

A real financial plan makes room for right now: While your kids are young, your health is good, and your career is at full stride.

If your advisor has never once encouraged you to spend money and enjoy your life, please consider a conversation with us.

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If we’re not already working together and you could use guidance from a full-service financial partner, please to connect. We’re currently welcoming new clients.

Jason

Believe it or not we spend a lot of our time telling our clients to do the opposite of what you might think… Spend it.Th...
05/28/2026

Believe it or not we spend a lot of our time telling our clients to do the opposite of what you might think… Spend it.

The families we work with are disciplined, sometimes too disciplined. They’ve been diligently socking their hard-earned money away for years.

Two+ decades building up their number and then they get to retirement and can't bring themselves to actually use it.

Now is the time to:

• Buy the extra land next to the cabin

• Take the trip(s)

• Help your (adult) children while they need it most

That shift from "save it" to "this is why we saved it" is one of the most difficult mental transitions.

A well thought out financial plan is the solution.

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If we’re not already working together and you could use guidance from a full-service financial partner, please to connect. We’re currently welcoming new clients.

Jason

There’s a little bit of reverse engineering we apply.We’re focusing on the things that give the numbers purpose. If we d...
05/27/2026

There’s a little bit of reverse engineering we apply.

We’re focusing on the things that give the numbers purpose. If we don’t know what that looks like, then we’re really just moving money around.

• A client tracked down the exact car his dad drove when he was a kid, and bought it again at 65

• Retired woman travels the world snorkeling

• New cabin to host the grandkids

• Having a pool installed to host family gatherings

This is what we believe financial planning is for.

When we know what that looks like for you, the numbers have a job to do. When we don't, we're just moving money around.

The Due North wall is all the things that matter.

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If we’re not already working together and you could use guidance from a full-service financial partner, please to connect. We’re currently welcoming new clients.

Jason

This Memorial Day, we remember and honor the brave men and women who gave their lives in service to our country.Their sa...
05/25/2026

This Memorial Day, we remember and honor the brave men and women who gave their lives in service to our country.

Their sacrifice is the reason we enjoy the freedoms we have today.

We are forever grateful.

What they’re really looking for is someone they trust to set them up with a plan.They want to know:• Are we doing enough...
05/21/2026

What they’re really looking for is someone they trust to set them up with a plan.

They want to know:

• Are we doing enough?

• What can we spend freely?

• Are we missing anything?

• Can you organize all of this?

• Are we good, good?

In my experience, for most high earners, financial planning starts and ends with reducing mental load.

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If you’re a high-achiever that could use the help and guidance of a full-service financial partner, please to connect. We’re currently welcoming new clients.

Jason

This Mother’s Day, we celebrate the women who do so much—often quietly, always selflessly.To the moms, grandmothers, and...
05/10/2026

This Mother’s Day, we celebrate the women who do so much—often quietly, always selflessly.

To the moms, grandmothers, and mother figures who guide, support, and love without limits—thank you. Your strength shapes families, your care builds futures, and your example leaves a lasting impact.

Today, we honor you and all that you do. Happy Mother’s Day 🤍

04/30/2026

Have you had moments where you say, "how can they afford that?!"....Can they really afford it, or is it a case of keeping up with the Joneses?

Most people assume our job is about investments..It’s not.The Real Role of a Financial Advisor:Once we establish our rel...
04/27/2026

Most people assume our job is about investments..

It’s not.

The Real Role of a Financial Advisor:

Once we establish our relationship and build trust, the “What to do with the money” becomes pretty straightforward.

The real work is happening in our conversations:

• Future career decisions
• Navigating family dynamics
• Managing stress, uncertainty, and trade-offs

Money is the tool, your life is the context, and we help you separate the two.

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If we’re not already working together and you could use guidance from a full-service financial partner, please to connect. We’re currently welcoming new clients.

Jason

04/16/2026

We’ve been meeting a lot of new clients lately who reached a turning point—
either DIY investing started to feel overwhelming, or they weren’t getting the support they needed from their current advisor.

At some point, confidence matters just as much as strategy.

Having a clear plan and someone in your corner can make all the difference.

04/13/2026

One of the most powerful money moves you can make?

Don’t increase your spending every time your income goes up.

A raise doesn’t have to mean a bigger lifestyle—it can mean bigger savings, faster investing, and more freedom down the road.

Keep your lifestyle steady, and let your future self reap the rewards.

Address

Maple Grove, MN

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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