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At TruNorth, our fiduciary advisors build fully coordinated retirement plans – not just investment portfolios.
We guide every aspect of your financial world so you can retire with clarity, confidence, and direction.
WHAT WE DO
We design investment strategies around your goals, timeline, and risk comfort. Through the TruRetirement Plan™, your portfolio works in alignment with taxes, income, and legacy—not in isolation.
Explore Your Options
WHAT WE DO
Tax efficiency is foundational to long-term confidence. We identify opportunities to reduce your tax burden, structure withdrawals more effectively, and plan ahead for a stronger financial outcome.
Strengthen Your Tax Strategy
WHAT WE DO
We help you create clarity around how your wealth is transferred and protected. From beneficiary strategies to coordinated estate planning, we ensure your legacy reflects your wishes and values.
Plan Your Legacy
Take our short quiz to pinpoint which area of your retirement may need the most attention. You’ll receive a personalized report with insights and clear next steps to help strengthen your TruRetirement Plan™.
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CEO & Founder
We’re a fiduciary advisory team serving families across the Carolinas, dedicated to helping you invest smarter and retire with confidence. Our TruRetirement Plan™ brings together tax strategy, investment management, income planning, and legacy considerations into one clear, coordinated roadmap.
As an independent fiduciary, your best interests come first. We operate with full transparency, strive to remove conflicts of interest, and take seriously the trust our clients place in us.
If I had an option for 6 stars, I would have chosen it! Matt Dixon and his team at TruNorth Advisors are incredible. Matt and various members of the team have worked with me and my wife, Lisa and provided knowledge and expertise in answering all of our questions and that allows us to feel very comfortable with TruNorth. We are glad to have TruNorth on board with us as we plan for retirement!
After my husband passed away, I didn’t know what to do with all the 401Ks, insurance money, etc. Matt put me at ease and helped with all of it. He explained it all to me so I could understand everything. I have total confidence in this company.
We have been with TruNorth for 3 years and have been extremely happy with the move from our previous advisor group. They are like family and listen carefully to our input and dreams! They have helped us achieve many goals thus far and look forward to the future with them.
Everyone at TruNorth work diligently to provide the best product for us. Matt and his staff are very knowledgeable and patient on explaining things until we are sure we understand. We are very thankful for their help to us in our retirement years.
This firm is awesome. They gave peace of mind to my husband and me by explaining everything in detail. So professional. I feel assured and comforted that our financial future and wishes are secure; and, that they will assist our heirs when needed. Each and every staff member welcomed us, such a feeling of family.
TruNorth Advisors is the best move we have made. All your financial services under one roof. From the warm greeting you receive from Mari and Ireland upon arrival to Susan and Landon handling your accounts being transferred in, Susan doing our taxes and Byron explaining everything we question in detail there isn’t a better group. It’s an enjoyable experience walking into that office every time, especially when Adam’s wife has a fresh supply of awesome cookies. First rate all around.
Wonderful company! They go above and beyond to help with financial needs! Josh is great! Highly recommend!
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