True North Retirement Advisors, LLC

About True North Retirement Advisors, LLC

<p>Built around business-owner retirements and exit planning, True North Retirement Advisors, LLC works with clients from its headquarters in Clackamas in the Portland metro area. The firm is a Registered Investment Advisor (RIA) with $5.1B in AUM as of 2026.</p> <p>Founded in 2017 by father-daughter team David Wilson and Ashley Micciche, the practice focuses on retirement-focused financial planning, strategic business exit planning, and corporate retirement plan consulting. For employers, the firm advises on 401(k) plan design and ongoing plan support.</p> <p>True North acts as a fiduciary and takes on an ERISA 3(21) co-fiduciary role, providing investment recommendations while the plan sponsor retains final decision-making authority. A key differentiator is the firm’s exit-planning specialization, including being among the few Certified Exit Planners in the country.</p> <p>In addition to serving the Portland-area market, the firm works with clients beyond Oregon who need coordinated retirement and transition planning tied to a business sale or succession.</p> <ul> <li>Registered Investment Advisor (RIA) founded in 2017</li> <li>Headquartered in Clackamas in the Portland metro area</li> <li>ERISA 3(21) fiduciary investment advice for workplace plans</li> <li>401(k) consulting for employers and plan committees</li> <li>Business exit planning led by Certified Exit Planner expertise</li> </ul>

Website: https://truenorthretirementadvisors.com/

Founded: 2017