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True North Financial

Financial Advisors · Boston, MA

Independent fee-only financial planning for families and small business owners across New England.

🟢Jade Milestone Award
🟢Jade Milestone
🏆
Platinum Standing
≥95% satisfaction at 3× minimum verified volume. The highest IBT standard.
Certificate IDIBT-2026-0016
Satisfaction rate96.8%
Verified responses91
Clients surveyed94
CertifiedJan 2026
ExpiresJan 2027
Impact classHigh
Verify Certificate →
96.8%
verified satisfaction rate
91
verified client responses
94
clients in certification period

This result was independently produced.

IBT independently contacted True North Financial's clients. The business had no input on who was contacted or what was asked.
Every respondent's identity was verified before their answer was counted. Anonymous responses were excluded.
A published statistical formula determined the result. This certification expires Jan 2027. Verify it at bureauoftrust.org/verify.

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