Federal Street Advisors® provides conflict-free investment consulting and wealth advisory services to a select group of clients, with particular focus on clients in transition, complex multi-generational families, and mission-oriented nonprofit organizations.  Our subsidiary, Old North Advisors, provides comprehensive wealth management services on a discretionary basis.  Our consulting and discretionary businesses both cater to high net worth individuals, nonprofit organizations, and foundations.

We currently oversee over $4 billion in client assets. Often our clients come to us at a transition point such as the sale of a business, the funding of a foundation, or the transfer of wealth from one family member/generation to another. For each client we design, implement, and manage a unique strategy to meet that client's specific goals.

Our services include:

  • Investment strategy and asset allocation policy
  • Investment manager selection and monitoring
  • Financial coordination with other advisors
  • Administrative support and reporting

Explore our site, but please also contact us so we can have a conversation about addressing your specific needs.