Experience Your Wealth, LLC

EST. AUM
$105,302,182

CONTACTS

CLIENT ACCOUNTS
415

Firm Details

Metro area Providence
CRD Number 305991
Website experienceyourwealth.com
Client types

Overview

Experience Your Wealth, LLC is an independent, fee-only registered investment advisory firm headquartered in Providence, Rhode Island. Founded in 2019 by Founder and Lead Financial Planner John "Jake" Northrup, CFP®, CFA®, CSLP®, the practice specializes in virtual, lifestyle-driven financial planning and wealth advisory for travel-loving young families and high-earning millennial professionals. Operating under a pure fiduciary model, Experience Your Wealth integrates equity compensation optimization, tax strategy, student loan management, and non-discretionary investment portfolio design to help clients achieve early financial flexibility and intentional life experiences.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Experience Your Wealth, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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