Jake Northrup (Certified Student Loan Professional, CFA®, CFP®)

Jake Northrup focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • Medical Professionals
  • Millennials

Planning Specialties

We work with clients on either a fixed-fee ongoing relationship, or a one-time, fixed-fee project based relationship. Our services are specifically tailored to serve the following clients:

  • Recently married dual income households
  • Married households with young children
  • Married households with teenage children

Check out our clients we serve page to learn more. 

Some of our financial planning specialties include:

  • Set direction for your money and help you answer "why is money important to you?"
  • Prioritize and automate your cash flow to balance paying down debt, investing and spending on yourself
  • Create and execute an investment strategy
  • Bring relief to your student loan concerns 
  • Design a plan to pay for your children's education
  • Run long-term financial freedom projections
  • Ensure you have the proper insurance in place
  • Provide guidance on your estate plan
  • Take charge of your tax planning
  • Optimize the value of your employee benefits 

Check out our services page to learn more. 

Additional Information

Hi there!

My name is Jake - I am a Certified Financial Planner™, Chartered Financial Analyst, Certified Student Loan Professional™, instructor at Boston University and a 2020 Investment News 40 Under 40 Nominee. 

I previously worked at a financial planning firm in the Boston area serving families with ~$5 million+ in net worth which taught me a very valuable lesson. Time is finite, whereas money is infinite. 

We get trapped sacrificing our valuable time in the endless pursuit of earning more money when we don’t know how much money is “enough”. We make unnecessary sacrifices to save for “retirement” because that’s what we’re supposed to do… right? I’d argue no.

And thus, Experience Your Wealth was born. I launched EYW to help clients in their 30s and 40s experience their money throughout their life and not just in “retirement”. Government and IRS rules are built upon the work-until-you’re-65 concept which is outdated. It’s literally unhealthy to work at 100% your whole life to then one day stop – you need the mental stimulation, social interaction and sense of purpose that comes from work. The key is to find work you love when you want, where you want and how you want that financially supports your dream lifestyle.

This philosophy requires a creative, untraditional approach to financial planning which I am excited to bring to clients. I know the opportunities and difficulties you are experiencing (as I also go through those myself), but also the path ahead of you as your net worth (and complexity) grows.

Check out our about us page to learn more! 

NAPFA Start Date

November 06, 2019

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This Office

129 Hope St #2 Bristol, RI 02809-2089 Phone: (401) 227-7881