Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Brendan O'Rourke, CFP
Founder / Wealth Management Advisor
brendan@truenorthwealthsolutions.com
I am the Founder and Wealth Management Advisor at True North Wealth Solutions. In my role, I take immense pride in walking clients through the financial planning process, helping to bring clarity and freedom to the uncertainty and fear that often accompany financial decisions. Specializing in financial planning and investment management, I aim to provide a comprehensive approach that aligns with my clients' goals and aspirations.
With a decade of experience in the financial services industry, I've had the opportunity to work with some of the best in the business, including Kestra, Charles Schwab, and Morgan Stanley. These experiences have equipped me with a deep understanding of the industry and a commitment to excellence. In 2021, I obtained the CERTIFIED FINANCIAL PLANNING™ (CFP®) designation, a milestone that underscores my dedication to providing the highest standard of financial advice.
What motivates me most is the ability to use my expertise to help others. There's nothing more rewarding than seeing prospective clients walk into a meeting filled with uncertainty and leave with newfound confidence. I believe that the greatest value I can provide is the time and peace of mind that allows my clients to focus on the most important things in life, whether that's family, personal growth, or pursuing their passions.
Originally from Columbia, Maryland, I now reside in Crofton, Maryland with my wonderful wife, Cloey, and our two children, Lucy and William. When I'm not working, I enjoy spending my free time reading, golfing, and playing pickleball. These activities not only help me unwind but also keep me grounded and balanced.
Andrew Knutson
Director of Financial Planning
As the Director of Financial Planning at True North Wealth Solutions, I am dedicated to guiding our clients towards financial security and success. Over the course of my career, I have obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, the Chartered Financial Consultant® (ChFC®) designation, and the Retirement Income Certified Professional® (RICP®) certification. These credentials reflect my commitment to excellence and my deep understanding of the complexities of financial planning.
Specializing in retirement income planning, I work diligently to find the best strategy for each client. My approach is rooted in innovation, integrity, and meticulous attention to detail. For over 7 years, I have been supporting advisors in this role, helping them deliver tailored financial solutions that meet the unique needs of our clients. My goal is to bring peace of mind and clarity to every single plan I am involved in.
I am a small business aficionado, passionate about building and operationalizing systems that enable success. In 2022, I made the pivotal decision to leave a large corporation and pursue an independent financial planning model. This transition has allowed me to bring a more personalized and client-focused approach to financial planning.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.