In May of 1984, just days after graduating from the University of Pennsylvania where he studied at the Wharton School, John Blumberg began his career in Manhattan's financial services industry. It was a fast start, but within his first decade, John recognized two major problems facing both clients and financial representatives: the buying process was often stressful, and the long-term results of many solutions were disappointing.

 

Determined to do better, John founded True North with a clear mission: to provide clients with a thoughtful, transparent, and client-first approach to financial planning.

 

At True North, we begin with a consultative process. The first conversations with our clients are focused on listening; understanding their priorities, goals, and concerns. so that every solution is tailored to what matters most to them, not to us.

 

When it comes to performance, our philosophy is simple: deliver steady, tax-advantaged strategies backed by guarantees. This allows our clients to focus on their families, careers, and passions without the unnecessary stress of a constantly fluctuating portfolio.

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For both our clients and our team, the True North experience is built on long-term relationships and proven strategies designed to protect against life’s greatest financial risks: passing away too soon, outliving income, or facing a serious illness.