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 help travel-loving young family who don't buy into the "9 – 5, work-until-you’re-65" concept. Your goal is to spend your time exactly how you want so you can pursue work you love, while having the lifestyle flexibility to spend quality time with the people you love most.

Our target client has >$200k of household income and meet one (or more!) of these criteria:

    A) You have young kids

    B) You have equity compensation (ISOs, NSOs, ESPP, RSUs)

    C) You are a current/aspiring business owner

    D) You have >$100k of student loans

Check out our services page to learn more. 

Additional Information

Hi there!

My name is Jake - I’m originally from Massachusetts and moved to Rhode Island in 2019 with my high-maintenance wedding planner wife and dog (yes - both high maintenance).

I previously worked at a financial planning firm in the Boston area helping 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 finite time in the endless pursuit of infinite 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 in 2019 to help travel-loving young families experience their money throughout their life and not just in “retirement”.

We're shaking up the financial planning industry by bringing modern, life-centered financial planning advice and personal CFO-level service to our clients. We are completely remote, paperless and meet clients over Zoom with frequent guest appearances from kids, dogs, cats and whatever fun animals that may be around your home.

Disclaimer: We can't work with clients who don't like dogs,

NAPFA Start Date

November 06, 2019

Submit
Submit

This Office

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