Wealth Management
Priya Khanna, CFP®
Fee-only wealth planning for families who want straight answers.
The work, in their words.
- Years
- 19+
Priya Khanna founded North Compass after nineteen years at two of the largest wealth managers in the country. Her practice serves about forty families who share a common request: stop selling, start advising. North Compass is fee-only, fiduciary throughout, and operates with full fee transparency posted on every engagement letter.
40+
Families served
11 yrs
Avg. relationship
Fee-only
Fee model
What I offer
Engagements are tailored — reach out and we'll scope the right one.
- 01
Comprehensive financial planning
- 02
Retirement income strategy
- 03
Estate & trust coordination
- 04
Tax-aware portfolio management
- 05
Equity compensation planning
- 06
Charitable giving strategy
Credentials
Independently verifiable credentials.
Chartered Financial Analyst
2011CFA Institute
CERTIFIED FINANCIAL PLANNER™
2009CFP Board
BSc, Economics
2004London School of Economics
Let's build something good.
Reach out about projects, collaborations, or to talk about working with Priya Khanna, CFP®. Replies usually within a day.