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True North Wealth Partners

EST. AUM
$500,000,000

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Firm Details

Metro area Columbus
CRD Number
Website mytruenorthwp.com
Client types

Overview

True North Wealth Partners is an independent, fiduciary wealth management firm and advisory practice headquartered in Dublin, Ohio. Led by managing partner Eric Susi, the firm provides comprehensive retail retirement planning, risk mitigation architecture, and goals-based wealth preservation strategies. True North operates as a separate entity using the extensive back-office support, compliance supervision, and centralized corporate technology of Stratos Wealth Advisors, LLC, an SEC-registered investment advisor. The practice utilizes a "coach-quarterback" management model to help private clients navigate complex financial landscapes across multiple states.

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Address

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

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