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We Are Dedicated to Helping Those Who Help Others 

Providing Financial Clarity

To Your Organization 

Not-for-profit organizations make a powerful impact on our communities and society in general. Supporting these organizations has always been profoundly important to us personally and professionally, which is why we have been dedicated to providing financial guidance to not-for-profits for the past two decades. 

Remain Mission-Oriented By Delegating Your Finances

By collaborating with us, you can focus on the purpose of your work. As your financial advocates, Jon and the North River Financial Team will align your investing and spending policies with your mission. 

Delegating your finances Norwell, MA North River Financial, LLC

Understanding Your Organization’s Unique Needs

Given our experience working with not-for-profits, we are poised to cater to the unique needs and challenges you face. Whether you are looking to grow your endowment, protect your organization’s assets or implement fiduciary risk controls, we are here to understand what you are looking for and provide custom assistance.

Our 360° integration approach translates seamlessly to the services we offer to our not-for-profit clients, which include the following:

Investment and Risk Management Norwell, MA North River Financial, LLC

Investment and risk management

Evaluating a spending policy Norwell, MA North River Financial, LLC

Evaluating and creating an appropriate spending policy

Cash Flow Management Analysis Norwell, MA North River Financial, LLC

Cash flow management analysis

Financial Planning Services Norwell, MA North River Financial, LLC

Financial planning services offered to Board Members

Stay updated on guidelines Norwell, MA North River Financial, LLC

Staying updated on ever-changing guidelines and laws regarding the not-for-profit sector

Delivering portfolio reviews Norwell, MA North River Financial, LLC

Delivering portfolio reviews and market commentary to boards

Implementing Fiduciary Risks Norwell, MA North River Financial, LLC

Implementing fiduciary risk controls (i.e. creating and adhering to an investment policy statement)

Surrounding organizations with our networks of professionals Norwell, MA North River Financial, LLC

Surrounding organizations with our network of professionals to help with needs in other areas such as legal, accounting, marketing, and insurance  

Interested in Working Together?

Take the First Step