Northlanding Financial Partners, LLC
NorthLanding Financial Partners, LLC is an advisor-owned financial planning and investment advisory firm headquartered in Rochester, NY. The firm specializes in comprehensive financial planning and portfolio management for individuals and families, with an emphasis on client-centric service and technology-enhanced solutions. NorthLanding operates with all partners being CERTIFIED FINANCIAL PLANNER™ professionals and serves diverse clients, including retirees, professionals, and employees navigating employer-sponsored benefit plans (such as Xerox employees). The firm is an independent fiduciary, places paramount focus on client outcomes over assets, and is registered with the SEC as an investment adviser. Founded in the 2010s, it maintains a boutique structure with a small dedicated team.
Investment Strategy
NorthLanding Financial Partners, LLC employs a personalized investment management approach tailored to the individual goals and values of each client. The firm offers tiered services: Select Advisor Access for comprehensive planning and management, Select Investment Only for portfolio oversight, and Digital Investment Only for technology-driven solutions. The investment philosophy prioritizes financial clarity, confidence, and client leadership, with a fee-based fiduciary model. NorthLanding integrates advanced technology with seasoned advisory expertise, focusing on long-term growth, risk management, and aligning investments with clients' life outcomes rather than strictly wealth accumulation.
Top Holdings
Equity Positions (42)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 26.93% | $30.4M | 48,998 | $517.23 | $620.90 | +$4.6M |
I IEFA | ISHARES TR | 18.76% | $21.2M | 253,811 | $55.80 | $83.48 | +$2.2M |
V VTV | VANGUARD INDEX FDS | 8.23% | $9.3M | 52,580 | $130.86 | $176.74 | +$1.2M |
V VCRB | VANGUARD MALVERN FDS | 8.07% | $9.1M | 117,512 | $76.36 | $77.58 | +$1.9M |
A AGG | ISHARES TR | 7.59% | $8.6M | 86,451 | $96.74 | $99.20 | +$119.4K |