About Us

Hi There!

My name is Jake Northrup, CFP®, CFA, CSLP®.

Let me tell you a story about both my professional and personal background. I hope you enjoy! 

The Professional Version

What type of experience do you have?

I previously worked at Ballentine Partners, a fee-only financial planning firm outside of the Boston area. I grew to be a Senior Wealth Advisor where I was the lead advisor for nearly 40 client relationships, most of which were dual-income households with a net worth over $5 million.

What type of credibility do you have?

2020 Investment news 40 under 40 class

I was recognized as one of the top 40 financial planning professionals in the country given to those who represent the best of the future of the financial planning industry. 

CFP®designation = Certified Financial Planner™

I completed 7 personal financial planning classes, passed a difficult comprehensive exam, met the experience requirement and continuously uphold the CFP® fiduciary standard. The CFP® exam really taught me how all the puzzle pieces of someone’s financial situation fit together.

CFA designation = Chartered Financial Analyst

I passed all 3 CFA exams over a 3-year period and met the experience requirement. The 3 CFA exams were a grueling, deep dive into investments which allowed me to better understand the investment world.

CSLP®designation = Certified Student Loan Professional

I completed over 30 student loan modules and passed a comprehensive student loan exam. The CSLP® really helped me narrow in on student loans and better advise on student loans in context of someone’s entire financial situation.

How are you involved in the financial planning community?

I loveee financial planning. Seriously, I nerd-out for it. Here are some of the ways I’m involved:

Instructor in the Boston University CFP® program

I teach Retirement Planning and Employee Benefits to aspiring CFP® professionals. 

Nexgen director for the Massachusetts Financial Planning Association (FPA)

I serve on the board of directors as the NexGen director. I lead an awesome committee of 10 that plans events and fosters the next generation of financial planners in Massachusetts.

advisor to the Boston University undergraduate financial planning club

I help shape the young financial planning minds of the future at BU.

consultant to Compass Working Capital

I provide consultation to Compass’s financial coaches who deliver financial planning advice to low income families.

The Real Version

Why financial planning?

I’ve always loved numbers and I’ve always loved helping people. I was trying to find the right way to mix these two into a career and then my father passed away suddenly at the age of 63, just before he was about to retire. 

This had a profound impact on me – he was so excited to start this next phase of his life and the next thing I know I’m sitting next to my mother across the table from our family’s financial planner discussing estate settlement and life insurance.

Honestly, we had no interest in dealing with any of this. We were trying to cope with what just happened so suddenly. However, I vividly remember how we felt after leaving that meeting. We were so thankful that we had someone we trusted to take care of those financial affairs during the most difficult times of our life.

This is why I love what I do – I’m able to be there for people through the good times and the bad times. I know what it feels like to have someone that understands your story, your values and your money and helps you make decisions to live the life you love.

My experience also taught me that life can be short and you want to experience your life while you can!

Why did you start Experience Your Wealth?

Two main reasons.

#1 - My wife and I went through a similar exercise that I help clients navigate through. We pictured our ideal life, got clear on our values and then worked backwards. Here are some of the things that we discussed:

  • Be present with our family and friends. We want to be very involved in our kids' lives when that day comes.
  • Provide financial and lifestyle flexibility to be able to pursue any adventures that come our way.
  • Visit every continent. Possibly work at a few places abroad for a few months at a time.
  • Take care of ourselves physically and carve out time to exercise.

Rather than trying to make our lifestyle fit a job, we wanted our job to fit our lifestyle.

#2 – I want to work with people that share similar values at a similar stage of life as me. Most of the important financial decisions occur in your 30's and 40's and I want to help you make better financial decisions during these impactful years. 

The Real Real Version

What do you do for fun?

  • Travel, travel, travel. I could talk for days about this. Some of our favorite trips include Singapore, Thailand, Vietnam, Egypt, Iceland, Croatia, Scotland and Greece (where we got married!)
  • Be outdoors – hiking, playing sports, going to the beach, being on the water, etc. I’m not a winter person.
  • Play hard with friends and family.

What is the worst financial decision you ever made?

I bought medical marijuana penny stocks when I was in college. Yeah… everyone makes dumb financial mistakes.

What is your financial DNA?

I provide clients with their Financial DNA report, so I wanted to share mine. 

I am a Facilitator - Facilitators are good at guiding people with feelings, yet with the determination to reach goals and accomplish tasks. 

What do people need to know about you?

I would name our first son Thomas Edward Patrick Brady if my wife would let me.

Let's Talk!

We invite you to stop worrying about your money and start investing in your financial future. Let's talk about how we can help alleviate your financial concerns and guide your journey to financial freedom. 

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