True North Advisors

Reviews

• NE

  Nikisa Edwards

  Sep 11, 2026
  5.0
  I had a great experience working with Charlotte and the team. They were extremely professional and took the time to thoroughly review my income, expenses, and overall financial picture. What I appreciated most was the level of trust and comfort Charlotte created. She made thoughtful recommendations without ever making me feel pressured, and I was able to be completely open about where I currently stand financially without feeling judged. She also took the time to reassure me that I’m doing a good job, which meant more to me than she probably realizes. I left the experience feeling informed, encouraged, and confident about my next steps. Thank you, Charlotte and team!
• MG

  Margaret GutierrezLeavelle

  Sep 8, 2026
  5.0
  Have been Russ Cumbea's client at True North Advisors in Richmond, Va. for 26 years. My portfolio is presently providing superior means for me to live very comfortably in my retirement. He nurtured me through the retirement process three years ago at the age of 67. Russ lives in the " True " moment and is extremely well informed as my accounts have steadily grown to where I have peace of mind every day of the year that he has my back. He is responsive, pro-active, and well informed. He is a friend. His staff is comprised of high end technologically advanced professionals. If I have a question ...I pick up the phone and my concerns are answered promptly by either Russ or Rawlings or anyone at the office. High Five! Kudos ! Well done folks! You are a stellar team.
• ND

  Nicole Dudley

  Aug 21, 2026
  5.0
  If you are looking for EXCELLENT financial planners, may I recommend True North Advisors located in Innsbrook in Richmond, VA. Russ and Rawlings Cumbea have been amazing to work with over the years! They have helped with our college and retirement planning. They aren’t just a name on your account statements, but genuine, Christian men who get to know your family members by name and meet with you in person to discuss your individual financial situation and goals.
• MM

  Mike McDonnell

  Jul 23, 2026
  5.0
  Jen Rose at True North has handled my financial planning, investment advice, college funding strategy, and wealth management since 2018. I first met her at a college funding workshop she hosted at Glen Allen High School, and it was easily the most useful hour I’d spent on the topic. We started working together shortly after to build a plan that covers paying for college for my kids and my own retirement. What sets True North apart is that they actually listen. Jen asked about my goals before recommending anything. She was realistic and transparent about what my plan could and couldn’t do, and she laid out several ways to diversify based on my risk tolerance instead of pushing one product. When the market gets noisy, I can call or email and get a straight explanation of what’s happening and whether it changes anything for me. If you’re in the Richmond, VA area (Glen Allen, Short Pump, Henrico) and looking for a financial advisor who can help with college savings, 529 planning, retirement, or long-term wealth management, I’d recommend Jen Rose and the True North team without hesitation. Eight years in, the trust we’ve built has been worth more than any single piece of advice.
• SS

  Suzanne Stines

  Jul 16, 2026
  5.0
  Charlotte Fox is a fantastic advisor who has helped my family plan for college funding and beyond! I highly recommend her, especially if you have children who will attend a four-year college/university.