True North Retirement Advisors

Financial planning & business exit strategies for a secure and comfortable retirement

Financial planner in Clackamas, OR (show on map)

Retirement and business exit planning specialists helping business owners and families build clear financial plans for the future.

Call (503) 387-6869

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About

True North Retirement Advisors, LLC (CRD No. 290885) is an investment advisor registered with the U.S. Securities and Exchange Commission.

Founded by father-daughter team David Wilson and Ashley Micciche, the firm operates as a boutique advisory practice focused on helping business owners and families achieve retirement clarity. Services include retirement-focused financial planning, business exit planning, corporate retirement plan consulting, and investment management. The team includes Certified Exit Planners, CFP® professionals, CPAs, and a QPFC®, supported by a network of estate planners and attorneys.

Certified Exit Planners on staff

Boutique firm with authentic, personal connections

Transparent all-in fee structure presented before signing

Fiduciary commitment put in writing

Decades of combined experience since 1982

Specialized in both retirement planning and business exit strategy

Services

Retirement-Focused Financial Planning

Comprehensive retirement planning that helps clients stay on track with their overall financial picture, addressing irreversible retirement decisions including retirement date selection and Social Security filing.

Personalized retirement roadmap Social Security optimization Retirement readiness assessment All-in fee transparency

Business Exit Planning

Help business owners build a solid exit plan that incorporates unique business needs and supports retirement goals, leveraging Certified Exit Planner expertise.

Certified Exit Planner designation Business valuation guidance Transition strategy Tax-efficient exit structuring

Corporate Retirement Plan Consulting

Specialized 401(k) plan consulting that helps businesses choose the right retirement plan for employees while optimizing costs and efficiency.

401(k) plan design and selection Employee education Cost-efficient solutions Plan administration support

Investment Management

Long-term customized investment planning that treats investing as a marathon, creating portfolios aligned with client goals and risk tolerance.

Customized investment plans Long-term portfolio management Risk tolerance assessment Holistic financial viewpoint

Credentials & Certifications

SEC Registered Investment Advisor

Since 2018

Certified Exit Planner (CExP®)

Certified Financial Planner® (CFP®)

Chartered Retirement Planning Counselor® (CRPC®)

Qualified Plan Financial Consultant® (QPFC®)

Certified Public Accountant (Oregon)

Frequently Asked Questions

What services does True North Retirement Advisors offer? +

True North offers retirement-focused financial planning, business exit planning, corporate retirement plan consulting (401(k) plans), and investment management.

Who does True North Retirement Advisors serve? +

True North serves business owners, families, and individuals nearing or already in retirement, as well as companies seeking corporate retirement plan consulting.

Is True North Retirement Advisors a fiduciary? +

Yes. True North states it has a fiduciary commitment to clients and will always put their needs first, and this is put in writing.

How does True North approach retirement planning? +

True North uses a customized, personalized approach recognizing that every business and every retirement dream is different, creating plans that cover all financial needs.

What makes True North different from larger firms? +

True North is a boutique firm that focuses on authentic connections, transparent pricing, and personalized service without the red tape and confining restrictions of larger firms.

Does True North help with business exit planning? +

Yes. True North specializes in business exit planning and has Certified Exit Planners on staff who guide business owners through transitioning from running their business to enjoying retirement.

What certifications do the advisors at True North hold? +

The team includes CFP® professionals, a CPA, a QPFC®, a CRPC®, and a Certified Business Exit Planner (CExP®).

Is True North Retirement Advisors registered with the SEC? +

Yes. True North Retirement Advisors, LLC is an investment advisor registered with the U.S. Securities and Exchange Commission (CRD No. 290885).