Aaron Kennedy, a Certified Funds Specialist, Certified Financial Fiduciary, and Certified Plan Fiduciary Advisor, founded True North Personal Wealth Management, LLC in 2024. As an LPL Investment Advisor Representative, Aaron holds himself to the highest standard and acts as a fiduciary in advisory relationships for his clients to help them navigate through all of their financial planning needs and goals.
Considered a “financial coach,” Aaron’s advice-based relationship approach to financial planning ensues rapport and affirms his commitment to helping his clients pursue their objectives. Aaron works closely with business owners in the areas of business and succession planning, employee benefits, and risk management. For individuals and their families, Aaron’s expertise in retirement planning and funding, educational goals, and estate planning, protection, and transfer is a tremendous asset to his clients.
With over two decades of business experience, Aaron started his career in the financial services industry in 1998 with the Mutual of New York Insurance Company. In 1999, he was named the Top Producer in applications. In 2001, Aaron became an equity partner with Stark Miller Financial Benefits Group, where he helped build the organization to become one of the top agencies at the Broker Dealer. In 2011, Aaron was named President and CEO of Stark Miller Financial Benefits Group. In 2015, Aaron formed New Aspect Financial Services, LLC, and was a Senior Partner until launching True North in 2024.
Guiding You Toward Financial Clarity with Expertise, Integrity, and a Personal Touch.
True North Personal Wealth Management, LLC is a company dedicated to a suite of financial services and experts. As Senior Partner, Aaron believes in a collaborative planning approach for his clients and works closely with the partners and members of the firm. Additionally, Aaron works with LPL Financial to act as his Independent Broker Dealer to bring added value to his clients.
Aaron and his beautiful wife, Melanie, have two active sons, Nickolas and Pochie Kennedy. Together, the family lives in the gorgeous state of Colorado, where Aaron works closely with clients near and far to provide first-rate service. Away from business, Aaron enjoys golf, camping in the Rockies, time on the water, and working with community-based programs in support of foster children and organ donation.
