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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

We specialize in helping clients that have >$400,000 of household income and one (or more) of the following:

  • Young kids
  • Equity compensation (ISOs, NSOs, ESPP, RSUs,)
  • Business or aspiring to own a business
  • >$2 million net worth

Additional Information

Hi there!

I’m Jake. I’m the founder of Experience Your Wealth, LLC, a virtual fee-only financial planning firm helping travel-loving families find the right balance between investing for the future, but also experiencing life now. I am a Certified Financial Planner, Chartered Financial Analyst and Certified Student Loan Professional. I’ve been named to Investment News 2020 40 Under 40 class, a 2020 top financial planner for millennials by Business Insider and 2021 Young Advisor To Watch by Financial Advisor Magazine.

In addition, I’ve been featured in the Wall Street Journal, Bloomberg, CNBC, Forbes, Yahoo Finance and other publications. I live in Bristol, RI with my high-maintenance wife Kaleigh and dog (yes – both high maintenance!) and I’m a huge travel lover. However, my true passion lies in financial planning to help clients make the best possible life-centered financial planning decisions and run a modern, high tech and cutting-edge financial planning firm that is redefining how financial planning is really done.

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

35 Brookwood Road Bristol, RI 02809-2089 Phone: (401) 227-7881
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