North Oaks financial group

Think Beyond Your Money isn’t just our tagline, it’s our mission.
Which is why we donate a portion of all planning fees to local non-profits.
Thinking Beyond OUR Money
we are committed to…
Partnering with trustworthy organizations making a positive impact in our community.
#NOFGivesback
The organizations we are supporting in 2026 are Bridging and Alexandra House.
Learn more about Bridging’s mission to empower people to thrive in their homes by providing quality furniture and household goods for those pursuing housing stability at www.bridging.org
Learn more about Alexandra House’s mission to empower victims of domestic and sexual violence, and inspire social change through education, support and advocacy at www.alexandrahouse.org
We are proud to continue partnering with the organizations we supported in previous years:
Free Bikes for Kidz, Invisible Wounds Project, H2O for Life & Every Meal
We will provide opportunities for clients to join us in supporting these organizations by volunteering and making donations or financial contributions.