Northgate Financial Group was founded on a simple frustration: too much of the advice industry is built to sell something. We built a firm around the opposite incentive — paid only by the households we serve.
Founder & Lead Advisor
Fifteen years advising retirees and business owners across the Southern Arizona. Owen leads planning strategy and client relationships.
Director of Tax Strategy
Former public accounting tax manager who now focuses on multi-year tax projection and coordination with clients' CPAs.
Director of Investments
Oversees portfolio construction and rebalancing, with a background in institutional asset management.
We sign a fiduciary acknowledgment with every client relationship — a legal commitment to act in your best interest, not just a marketing phrase on a homepage.
Independently owned and operated, registered with state and federal regulators as applicable.
We hold ourselves to fee-only standards — no commissions, no product sales, full disclosure.
No pitch, no pressure — just a conversation about where you're headed.
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