Emily Paulus
Advisor at NorthAvenue LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Emily Paulus is a financial advisor at NorthAvenue LLC with a Series 65 credential and three years of industry experience. She has worked at NorthAvenue since 2022 and previously held roles at FirstCapUS and Dawson. NorthAvenue LLC provides financial planning and investment management services primarily to individual clients and trusts. The firm employs an investment approach combining fundamental and behavioral finance analysis with asset allocation based on Modern Portfolio Theory, offering clients options that include no-load mutual funds, index-based ETFs, and fixed income securities.
Client services
Based on NorthAvenue LLC
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on NorthAvenue LLC
General estate planning guidance
College savings (529s, UTMA, etc.)
Student loan debt
Cash flow / budgeting
Fee options
Minimum fee: Annual fixed fee generally between $3,600 to $70,000, charged quarterly in advance Fee-only: Fixed fee only; no commissions or performance fees
Location
4400 N High St, Suite 201
Columbus, OH 43214
Most active in
Emily P has reported serving >5 clients in these states in the last 12 months.
Ohio
Work history
NorthAvenue, LLC
2022 - Present (4 years)
FirstCapUS
2020 - 2022 (2 years)
Dawson
2020 - 2022 (2 years)
Madison County EMD
2019 - 2020 (1 year)
Columbus Recreation and Parks Department
2019 - 2019 (1 year)
Morrow County Emergency Services
2018 - 2019 (1 year)
Blackwell Inn
2018 - 2019 (1 year)
Flowers and Bread
2017 - 2018 (1 year)
Wexner Medical Center
2016 - 2017 (1 year)
Batteries Plus Bulbs
2011 - 2016 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Nick G
Verified by Warmer
CFP®, ChFC®, Series 65, CLU®
Columbus, OH
ClearMind Capital
I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.
Freddie E
Series 66
Columbus, OH
Thomas Everett Investments, LLC
Dennis D
Series 65
Columbus, OH
DBA, Cornerstone Investment Counsel
Andrew F
CFP®, Series 66
Dublin, OH
Ferraro Wealth Management, LLC
Michael S
Series 65
Columbus, OH
Steele Investment Counsel, Ltd.
Joseph F
CFP®, Series 63, Series 65
Worthington, OH
Tricord Wealth Advisors
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