What you've built matters.
You've spent years making decisions that shaped your financial life. Our role isn't to take over. It's to respect what you've built, bring perspective to your circumstances, and help illuminate the choices ahead.
Clarity Over Persuasion
In Aesop's fable, the North Wind tries to force a traveler to remove his cloak. The Sun succeeds by creating the conditions for the traveler to choose for himself.
Â
That is how we think about financial advice: listen first, explain the options and trade-offs, and help you make decisions that reflect your priorities.
Financial Planning
Your goals come first. We help you evaluate retirement, savings, education and other financial priorities, bringing clarity to the decisions that shape your future.
Our Advisory Services
Financial planning, investment management, and ongoing guidance brought together around your goals and circumstances.
Investment Management
We develop and monitor an investment strategy around your goals, time horizon and comfort with risk, emphasizing diversification, cost-conscious investments and clear explanations.
Ongoing Guidance
Your financial life doesn't stand still. As your circumstances change, we help you revisit your plan, review your investments and understand the choices ahead.
Meet Chris Carlton
I founded North Wind and Sun Advisory after more than 15 years in financial services. The practice is built around listening carefully, explaining choices clearly, and helping clients bring planning, investments, and ongoing financial decisions together.
​
​
Your financial future belongs to you. My role is to offer perspective, thoughtful advice, and the time to help you understand the path ahead.