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

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

  • Business Owners
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

YOUR VALUES & LIFE STAGE –

  • You’re a high-income professional who doesn’t buy into the default “work-until-65” script
  • You want clarity around what’s enough — so you can design financial independence early and choose how you spend your time
  • You've built wealth and you want the option to choose what’s next professionally, without being constrained by income
  • You’re curious about the psychology and assumptions shaping your financial decisions – in addition to the tactics

YOUR SITUATION

  • You have equity compensation (ISOs, NSOs, RSUs, ESPP) that requires coordination
  • You’re a business owner navigating income variability and tax complexity
  • You have $2M+ in net worth and the complexity that comes with it – but no integrated strategy pulling it together
  • You’re approaching a major career shift, liquidity event, or financial inflection point

Additional Information

Greetings!

I'm Jake – the founder of Experience Your Wealth, LLC.

I work with high-income professionals who are done with the default earn-more path and ready to define what financial independence actually looks like for them — not the traditional retire-at-65 version, but the kind that gives you real freedom of choice: to keep building, downshift, take a sabbatical, or simply know you could walk away if you wanted to.

My clients typically have equity compensation (RSUs, ISOs, NSOs, ESPP), business ownership with income variability and tax complexity, or $2M+ in net worth — and want an integrated strategy that coordinates all of it around what matters most to them.

I believe the most important financial decisions aren't just technical — they're personal. Money reflects your values, your identity, and the trade-offs you're willing to make. My job is to help you get clear on all of it.

Founded in 2019 and based in Rhode Island, I work virtually with clients across the country — and genuinely enjoy the kids, dogs, and chaos that show up on Zoom calls.

NAPFA Start Date

November 06, 2019

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

555 N Main St #1162 Providence, RI 02904
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