Magnetic North Advisors

Magnetic North Advisors We are a team of Financial Planners & Wealth Advisors focused on collaborating with our clients for their financial future.

At Magnetic North Advisors, we believe that life experience and learning are the foundation to a solid financial plan. While we focus on educating clients to make informed decisions, we recognize the impact their life story has on the planning process. We take the time to understand where our clients are in life and where they want to be in the future. We know that each client and situation is unique. Our team promises a hands-on, personalized approach that offers the opportunity for personal financial independence. Our advisors understand the importance of trust and respect when it comes to planning for the financial future of our clients. With that being said, we have built our business on a set of guiding principles that are at the very core of who are both professionally and personally. Guiding Principles:

• Integrity
• Ethics
• Education
• Exceptional Service



Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Magnetic North Advisors. Investor Disclosures: https://www.kestrafinancial.com/disclosures

The market has performed well.Portfolios have grown. Most of the economic data still looks relatively solid.Then why’s t...
09/21/2026

The market has performed well.
Portfolios have grown.
Most of the economic data still looks relatively solid.

Then why’s there a quiet nervousness beneath the surface?

It’s because things are expensive, everyday life is expensive.

So, people are watching their investments grow, but their paychecks aren’t, or at least they aren’t as much as needed to “keep up."

A strong portfolio balance does not automatically create confidence. Real confidence comes from knowing how much you can comfortably spend, what risks you can absorb and whether your plan can handle a difficult stretch.

If you can relate to this and you’re a high-achieving professional or small business owner that could use the help and guidance from a full-service financial partner, please connect with me. We’re currently welcoming new clients and would love to help you.

Jason

Household income: $650,000 making great money, and still facing a brick wall.Regardless of income, a family that’s overs...
09/08/2026

Household income: $650,000 making great money, and still facing a brick wall.

Regardless of income, a family that’s overspending, while under saving & underinvesting, is running toward a brick wall.

The two options they have are ignore it and smash into it, or recognize it, find an exit, and adjust.

The inevitable is that overspending for long enough always results in the brick wall. Something eventually is going to force the realization, and we hope it’s not too serious or a crisis.

The irony is that the fix really doesn’t have to be that painful. It’s usually as simple as a family that needs a little professional financial structure in their life.

They’ve gone too fast for too long just need someone to help them hit pause and reassess.

--

If you can relate to this and we’re not already working together and you could use guidance from a full-service financial partner, please to connect. We’re currently welcoming new clients.

Jason

This Labor Day, we celebrate the hard work, dedication, and perseverance that drive our communities forward.Behind every...
09/07/2026

This Labor Day, we celebrate the hard work, dedication, and perseverance that drive our communities forward.

Behind every goal reached and every future built is a commitment to showing up and putting in the effort.

Today is a reminder to appreciate how far that hard work can take you—and to take a well-earned break along the way.

Happy Labor Day!

9 times out of 10, a new client has a birthdate stuck in their head.“67, because that’s full retirement age.”“65, becaus...
08/26/2026

9 times out of 10, a new client has a birthdate stuck in their head.

“67, because that’s full retirement age.”

“65, because of Medicare.”

“62, Social Security kicks in and I’m tired of the grind.”

The only thing here is these dates aren’t really your dates; they’re dates the Government picked out for you.

Every time, when we run YOUR numbers; savings rate, spending, investments, projections, etc., your real retirement date is different than expected.

I’ve told clients proudly they could stop working at 55 and watched them smile ear to ear thinking they had another 5+ years to grind out.

If you could use the help and guidance from a full-service financial partner, please connect. We’re currently welcoming new clients.

Jason

No, no, no — Please don’t say that.I hate hearing this so much. It’s not that you want to fast-forward your kids growing...
08/18/2026

No, no, no — Please don’t say that.

I hate hearing this so much.

It’s not that you want to fast-forward your kids growing up, obviously, it’s just you want to fast-forward all of the financial stress during this period.

You’re earning more than you ever have, mid-high six figures, and everyone's maxed out.

Somewhere in there, people lose track of their own Due North.

Let's pause, stop for a second and reflect: “What matters right now? Not in 30 years. Right now?”

If this sounds like you and you could use the help and guidance from a full-service financial partner, please connect. We’re currently welcoming new clients.

Jason

Can you relate? We have many clients in this situation, and it’s almost harder to get them to step-back and spend some o...
08/06/2026

Can you relate?

We have many clients in this situation, and it’s almost harder to get them to step-back and spend some of what they’re earning, than it is to get someone those spending too much to spend less.

Two high earners, kind of addicted or stuck to the routine. They have great jobs, great income, great kids, but literally zero bandwidth left over.

This is the time of year that we’re really pushing them to unwind and mentally reset.

Great financial planning is about building a great life that allows you to live financially secure and responsibly, not save every penny and try and stack to infinity.

If this sounds like you and you could use the help and guidance from a full-service financial partner, please to connect. We’re currently welcoming new clients.

Jason

Utility, passion — or Joneses?We love helping our clients figure out the finances around things that provide utility and...
07/22/2026

Utility, passion — or Joneses?

We love helping our clients figure out the finances around things that provide utility and/or bring them passion, absolutely love it.

However, we really dislike when we sense there’s an element of the Joneses involved.

The core idea is knowing whether a purchase serves a real passion or is just keeping up with someone else's lifestyle.

The pool example. Same pool, same neighborhood, two totally different decisions.

One family (family A) is home all the time; they spend a ton of time together and have three kids 12 and under. The other family, (family B) is always on the go, full travel sports and when not, they’re vacationing away from the house. Kids are similar ages.

Of course, we could justify family B getting and wanting the $100,000 pool, but do they want it only because it seems like it makes sense likely because family A just had one installed?

Sometimes taking some guidance and a step back is all you need to see things a little differently.

Maybe that same $100k that family B might have used on that pool, could and should be used to maximize and enhance those family vacations? Maybe just having a third party help you recognize that you’re not even home that often enough to get the real utility out of it?

These decisions are never really wrong, most times it’s just taking a look at it from a different angle.

Car, boat, country club membership, pool, ask yourself, “Is this our passion, or might we be caught up in what’s trendy for others?”

Spend BIG on what YOU love.

--

If we’re not already working together and you could use guidance from a full-service financial partner, please to connect. We’re currently welcoming new clients.

Jason

Financial advisors want fun things too…I loved it.I was in Arizona recently for some client meetings and decided to rent...
07/21/2026

Financial advisors want fun things too…

I loved it.

I was in Arizona recently for some client meetings and decided to rent a Porsche for a week.

I’ve always had my eye on one but never jumped behind the wheel so I though why not, let’s see how this feels and if this is something that I might actually consider?

It was everything I thought it’d be. Tight, fast, extremely well crafted, luxury, all the things.

But keeping it real with you all, it was much more enjoyable giving the keys back than it was considering the six-figure buy.

Bringing it back to business, we have this conversation with clients all the time.

Will the enjoyment last, beyond that test drive?

For some purchases it does and will, for others not so much: A dream car, boat, pool in the backyard, second home in Florida for the winters.

Rent the second home for a season before you buy it. Rent the boat for a week, rent the dream car, ask your neighbor or brother-in-law about the pool. Try to forecast how you’ll feel when the sticker wears off.

If it still feels worth it in your gut, let’s plan for it and buy it, if not, great, you tried it.

--

If we’re not already working together and you could use guidance from a full-service financial partner, please to connect. We’re currently welcoming new clients.

Jason

This 4th of July, may your budget survive the fireworks aisle 🎆Hot tip: just because it explodes doesn’t mean it’s a goo...
07/04/2026

This 4th of July, may your budget survive the fireworks aisle 🎆

Hot tip: just because it explodes doesn’t mean it’s a good investment 😉

Wishing you a safe, fun, and financially responsible Independence Day!

I promise you’re leaving something on the table.If you can relate, just consider this:We see it all the time guys, that ...
07/01/2026

I promise you’re leaving something on the table.

If you can relate, just consider this:

We see it all the time guys, that period when the income really ratchets up.

Please take advantage of these years, your future you will love you for it.

We don’t need to budget you down to the dollar, we just want to put a financial plan in place to ensure the things that need to be funded, get funded.

You’ll still live, still vacation, still have a nice car, still have nice things…

We’re just going to properly fund the future priorities first.

--

If we’re not already working together and you could use guidance from a full-service financial partner, please to connect. We’re currently welcoming new clients.

Jason

Address

Maple Grove, MN

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Magnetic North Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category