Photo Credit: Loren Irving Photography
Northline Wealth Management advisors specialize in transforming financial aspirations into reality. With a steadfast commitment to excellence and client-first principles, we provide wealth management solutions that empower individuals, families, and businesses to achieve their financial goals and build a lasting legacy.
How it Started
Northline Wealth Management was started by Jeff Stuermer and John Kingery in a barn in the summer of 2009 in beautiful Tumalo, Oregon, where they found the inspiration to design an independent firm that was client centric, simple and efficient. During the financial crisis that began in 2008, they were disillusioned with corporate, global investment banks and brokerage houses. These institutions were looking out for their own best interests, not those of their clients. They decided to escape the outpouring of bad investment advice and manipulation of the major players on Wall Street. They knew they had the team, the resources and the client support to make it happen so they set forth.
Our firm now sits on the bank of the Deschutes River in Bend, Oregon, where we have been serving clients for over 15 years.
Our Mission
Our mission is to simplify the complexities of wealth management by delivering tailored strategies, innovative solutions, and unwavering support to help our clients achieve financial clarity and long-term success. Our goal is to be a trusted partner in wealth creation and preservation, known for integrity, personalized service, and results-driven expertise.
- We will conduct ourselves as highly ethical, responsible and competent professionals who always place our clients’ financial interests ahead of our own.
- We will create, build and maintain an environment that encourages innovation and original thought and apply this fresh thinking to the needs of our clients and firm.
- We will attract, motivate and retain talented professionals who share a passion for the investment business, a deep sense of integrity, and a desire to create long-term client/advisor relationships.
- We will support the philanthropic endeavors of our clients and the non-profit organizations in the communities where we conduct business.
Why Choose Us
Comprehensive Services
From investment planning to tax optimization and estate planning, we offer holistic solutions to address every aspect of your financial well-being.
Experience
With three generations of financial advisors working under the same roof, our team has over 200 years of combined industry experience, ensuring you receive insightful guidance and sound strategies to build and protect your wealth.
Client-centered Approach
We prioritize your needs, values, and ambitions, ensuring every decision reflects what matters most to you.
Long-term Partnerships
We build enduring relationships, offering consistent guidance to adapt to life’s milestones and challenges.