Martin Lundgren (CFA, CFP®)
Martin Lundgren focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Business Owners
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
Planning Specialties
Northern Lights strongly believes the most important aspect of financial planning is to develop a long term sustainable plan that is continually being adjusted as life happens. This plan will look differently for each client and contains the following areas: investments, retirement, cash flows, insurance reviews, estate planning, foreign and domestic tax review, and other aspects of a client’s financial life. We believe that a one-time planning meeting will not fit most people and much more value is gained by a continuous process and many touch points throughout the year as circumstances change.
In terms of investment philosophy, we at Northern Lights will develop a long-term asset allocation, and will adjust this in order to take advantage of opportunities in the markets. We believe the most long-term value is gained from an efficient asset allocation, revised tactical changes, and lastly selecting low cost quality managers in order to implement the most effective investment solution for our clients.
Additional Information
Martin Lundgren, President and founder of Northern Lights Advisors, Inc., is a firm believer in a fundamental and comprehensive planning process paired with a common sense investment approach. He previously served as a Client Relationship Director for a private wealth management service provider, advising wealth managers with over $10 billion under management. He was also responsible for large client relationships, investments, and asset allocation at a large multi-family office.
Mr. Lundgren holds the Chartered Financial Analyst (CFA) designation, considered the gold standard in the financial industry, has the Certified Financial Planner (CFP) certification, which is the premier financial planning standard and he holds a Certificate in Investment Performance Measurements (CIPM), an expert investment performance calculations designation. Lastly, he is a certified Project Management Professional (PMP).
NAPFA Start Date
July 12, 2017
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