True North Wealth Advisors

08/25/2026

10 years of wonderful memories!!!

08/25/2026

🎉 10 YEARS OF TRUE NORTH! 🎉

Today, we celebrate 10 years of True North Wealth Advisors!

Ten years ago today, we took a leap of faith with a simple vision: to build a business centered around relationships, trust, and helping people feel confident about their financial future.

Looking back, we are incredibly grateful for how far True North has come…but most of all, we are grateful for the people who have made the journey so meaningful. Our clients, families, friends, and community have supported us, trusted us, and helped shape True North into what it is today.

We couldn’t be more thankful for the last 10 years and are even more excited for what’s ahead.

Thank you for being part of the True North family. Here’s to the next 10! 🥂❤️

05/08/2026

This week, we wrapped up our very first Raymond James conference, and we left feeling even more excited about the future of our firm. Being surrounded by so many talented advisors and leaders who truly put clients first reminded us why we made this move in the first place.

We’re incredibly proud and grateful to now be the only Raymond James office in LaGrange, and we don’t take that opportunity lightly. We’re excited to continue bringing the strength, resources, and culture of Raymond James to the families and businesses we serve through True North Wealth Advisors.

The future is bright, and we’re just getting started. ⭐️

04/22/2026

Happy Administrative Professionals Day to our incredible Lisa Ray! 💐

Lisa is truly the heart of the team. Her attention to detail, steady support, and ability to keep everything running smoothly do not go unnoticed. She brings a positive spirit to the workplace and approaches everything she does with care and excellence.

Her impact is felt every single day, and she is deeply appreciated. Today, we celebrate Lisa and all that she does! 🎉

04/03/2026

On this Good Friday, we pause to reflect on hope, compassion and profound sacrifice. Our office will be closed today.

03/30/2026

From understanding financial tradeoffs to preparing for unexpected expenses, children benefit from early exposure to real-world money lessons. Support their confidence with simple strategies that stick:

raymondjames.com

03/25/2026

Retirement offers the freedom to focus on what helps you feel strong, calm and connected. Discover five practical ideas to help you thrive in this new phase of life:

raymondjames.com

12/11/2025

Our Annual Christmas Ladies Luncheon was so much fun! We love celebrating the Christmas season with our Clients and Friends!!!

10/29/2025

So proud of the class of 2025 Youth Leadership Class!!! Always happy to support our future community leaders!

🎓Congratulations to the Chamber’s 2025 Youth Leadership Class!

📣 Last night, we celebrated the graduation of this year’s Youth Leadership Class, presented by Kia Georgia. This outstanding group of students has spent the past 10 weeks building essential leadership skills like how to communicate effectively, manage differences, make thoughtful choices and understand the impact of their decisions, preparing them to lead with confidence in school and beyond.

🌟 Thirty exceptional students represented Callaway High School, LaGrange High School, Troup County High School, Lafayette Christian School, LaGrange Academy, Springwood School and our local homeschool community.

LaKevin Appleby
Sophie Billingslea
Jada Blackmon
Hailee Brawner
Drew Burch
Katiya Cameron
Conner Cochran
Miles Cochran
Cianna Crawford
Annie Kate Davidson
Adam Dixon
Wyatt Ellington
Andrea Fannin
Aubrey Fenn
Addison Hyde
Yerim Kim
Madison Maddox
Ella Matheny
Nate McKoy
Scout Mosley
Hayden Parham
Morgan Reese
Alaila Reynolds
Zoe Rose Sheppard
Benjamin Shoger
Towns Weldon
Josie Whitten
Devin Wilkerson
Gavin Wise
Michael Zerla

🙌 We’re so proud of all you’ve accomplished and can’t wait to see the difference you’ll continue to make! A special thank you to True North Wealth Advisors, LaGrange First UMC and all our program sponsors for helping make this leadership journey possible.

09/19/2025

We are excited to announce our affiliation with Raymond James! We have also updated our name from True North Investments to True North Wealth Advisors to better reflect the scope of our business. Check out our new website below!

Our business has always been about personalized wealth management designed to help you pursue your goals – and that will never change. That’s why we’re pleased to announce our affiliation with Raymond James. It enables us to maintain our independence and our objective approach to serving our c...