NorthLanding Financial Partners, LLC

NorthLanding Financial Partners (NLFP) serves primarily high‑net‑worth individuals and, to a lesser extent, trusts, estates, charitable organizations and business entities, providing financial planning, consulting and investment management. The firm manages client portfolios chiefly through exchange‑traded funds and mutual funds, offers its Financial Clarity Advantage (FCA) planning process in basic and advanced forms, and advises on variable annuities and employer‑sponsored retirement plan assets.

NLFP typically manages accounts on a discretionary basis and tailors strategic allocations to client goals, monitoring and rebalancing portfolios through model strategies and, when appropriate, selected Independent Managers; its methods of analysis include fundamental, cyclical and behavioral finance approaches. The firm discloses the use of cloud‑based and automated technologies — including AI tools for administrative and back‑office functions (March 2026 disclosure) — while stating that investment decisions and client recommendations are made by its professional staff.

Noteworthy features for a firm of its size include a two‑advisor team managing roughly $152 million for about 172 clients and an ongoing contractual revenue relationship with Mutual Securities, Inc. to service legacy insurance products, a relationship the firm discloses as creating a potential conflict of interest. NLFP also provides ongoing oversight of variable annuity contracts where it has limited execution control, elects not to vote client securities (clients receive proxies directly), and receives software and operational support from Fidelity to facilitate custodial services.