# True North Retirement Advisors, LLC
Source: https://planprovider.pro/provider/true-north-retirement-advisors-llc

> Built around business-owner retirements and exit planning, True North Retirement Advisors, LLC works with clients from its headquarters in Clackamas in the P…

Retirement Plan Advisor

Clackamas, OR

## 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/](https://truenorthretirementadvisors.com/)

Founded: 2017

## Office Locations

- Clackamas, OR (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $5.1B

## Team Members

- **Ashley Micciche**, CEO

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