Breathing Life Into Financial Wellness

What are your financial goals?

Funding education? Saving for retirement? Saving for a particular life goal? Leaving a legacy?

Services we provide:

We provide customized holistic financial planning, portfolio construction, and asset management.

Who we serve

Generally, anyone who needs and wants financial advice. We view engagements with clients like being on a team or a member of a family.

Here is a short list of people we work with. Retirees, Executives, Professionals, Young Professionals, Business Owners, Empty Nesters, and Families. We also work with retirement and pension plans.

We offer a wide array of services aimed at simplifying your life

Education

Invest in the Future

Planning

A Goal without a Plan is just a Wish

Investment

Perspective to see it as it is today, and what it could be in the future

Retirement

Taking a step back to evaluate your new mission

What we do

Uncovering your short term to long term financial goals, we will identify where you are and build a roadmap of where you want to be. Once established, we will begin taking prudent, well thought out steps to meet your goals.

Our mission is you

We will meet as often as you would like, monthly, quarterly, or annually via one on one phone, video, and in person consultations. As a fiduciary we provide objective and unbiased advice for our clients.

True wealth management begins with financial planning. Your financial plan should reflect your life’s journey and integrate with your personal and business life. A sound financial plan sets goals and time frames that are critical for you to achieve financial freedom.

As a Northbound Wealth client, your advisor will conduct an in-depth review of your personal finances, investments, taxes, and trusts. Your team will delve into your values, motivations, and goals because all of this is important in developing a plan that is customized for your life. Once your plan is set we will provide ongoing support to adjust to your changing needs.

Our team is comprised of genuinely gifted friendly people

CEO, COO, Founder

Brent Foster

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Education: Bachelor's of Business Administration - Southern Arkansas University
Major: Accounting
Major: Finance

Securities Licenses:

Registered Investment Advisor
FINRA Series 7 – General Securities Representative Examination
FINRA Series 66 – Uniformed Combined State Law Examination
FINRA SIE – Securities Industry Essentials Examination

Indiana and Oregon Insurance Licenses: Life, Accident & Health

About: Brent has +15 years in combined financial services experience from banking and investing to financial planning and holistic wealth design. He leverages his knowledge of constructing and managing portfolios to help his clients' achieve financial freedom.

Brent enjoys spending time with his family, friends, and clients. He loves travel, the outdoors, sports, and serving in the community. Brent believes that life is short, that we can't take worldly possessions with us when we go, therefore, like many others have said, the essence of life is to love God and love others.

Executive Assistant

Sally Waddington

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Education: BS Indiana University – Bloomington
Major: Apparel Merchandising
Minor: Business

About: Sally has 10+ years of customer service experience she gained working in the apparel industry for a global luxury brand and local promotional products company. She uses her background to help support the team and clients with any assistance they require.

Born and raised in Indianapolis, Indiana, Sally enjoys spending her time with family, friends, and her dedicated yoga practice. She believes there is no better place to be than kayaking on a lake in the summertime.

It is an incalculable added pleasure to any one's sum of happiness if he or she grows to know, even slightly and imperfectly, how to read and enjoy the wonder-book of nature.

Theodore Roosevelt26th President of the United States

Brent has an unusual capacity to blend his core values into his life and profession. His integrity accompanied with personal discipline, work ethic, personal skills, life and professional experience, and impeccable character make him a meaningful member of any team.

Jerry TwomblyBGW Development

Now, Let's Build Something Together