Kyle Mortimer

Financial Advisor, IAR

I’ll never forget the look on my wife’s face during our honeymoon in the Maldives. Every day was an adventure, every meal a masterpiece. That trip wasn’t just a vacation—it was a reminder of why I do what I do. Helping people build the financial freedom to create moments like that is what drives me every single day.

As a Financial Advisor and licensed Fiduciary Advisor at Rise North Capital, I specialize in helping business owners and professionals in transition take control of their financial futures. My background in engineering taught me precision. My time in startups taught me innovation. I bring both to the table when helping clients navigate complex financial landscapes. Whether it’s advanced strategies like Premium Financing or simply making sure nothing slips through the cracks during a career transition, I’m here to make the complex simple.



At the end of the day, my mission is simple: to help people take control of their financial futures so they can protect and build for their families. Whether it’s planning for college expenses, real estate investing, or extreme tax mitigation, I’m here to help you create a life you’re proud of.

When I’m not assisting clients, you’ll find me traveling with my wife—our most recent adventure took us to the stunning island of Malta—or playing fetch with our dog, Bennie. We’re foodies at heart and love experimenting with new recipes at home in Tewksbury, MA. Someday, we hope to start a foundation that empowers the younger generation to pursue financial literacy.

If you’re ready to take control of your financial future—whether you’re a business owner balancing growth and risk, or a professional navigating a career move—let’s connect. I’ll help you simplify the complex and protect what you’ve worked so hard to build.