ABOUT

RISE NORTH CAPITAL

About Us

At Rise North Capital, we believe financial planning is about more than spreadsheets and investment returns—it's about transformation. We're not just advisors; we're coaches, guides, and advocates who help people change their relationship with money and build a future rooted in clarity and confidence.


Our mission is simple: to meet you where you are, understand what matters most to you, and help you rise. That means creating space for honest conversations, designing personalized strategies, and walking alongside you through life’s transitions. Whether you're just starting out, navigating a major life or career change, or preparing for retirement, we help you take control and move forward with purpose.


What sets us apart is our coaching-first approach. We don’t believe in one-size-fits-all advice. Instead, we tailor every financial plan to the individual, the family, or the organization in front of us. And we’re proud to offer specialized services for a diverse range of clients—including federal and state employees, public school staff, business owners, HR leaders seeking financial wellness for their teams, and employees in transition.

We’re redefining what it means to work with a financial firm. No confusing jargon. No pressure. Just real guidance, rooted in understanding, and built around your life.


This is financial planning the way it should be: human, clear, and transformational.

TESTIMONIALS

WHAT CLIENTS SAYS

Natalie Villalobos
Working with Kira Cummings has been a game-changer. She's organized, knowledgeable, and made managing my debt feel less overwhelming. Her guidance helped me create a plan, save money, and stay on track with clear follow-ups after every meeting. I highly recommend her!
Fredie Corey
I've worked with Jake Ciechon for over a year, and he's been consistently thorough, knowledgeable, and supportive. He presents clear options, makes scheduling easy, and always focuses on my long-term success. I highly recommend him to anyone looking to grow financially.
Marie Amutan
The financial professional I worked with was kind, patient, and clear. They made the process easy and stress-free, and I truly appreciate their dedication. Highly recommend!

FAQ

  • Who is Rise North Capital?

    We’re a modern financial and insurance advisory firm focused on helping individuals, families, and businesses build lasting financial well-being. Our team combines decades of experience with a fresh, people-first approach.



  • Who do you typically work with?

    Our clients include professionals, educators, public sector employees, federal workers, and business owners—many of whom are navigating career transitions, planning for retirement, or building generational wealth.

  • What makes Rise North Capital different?

    We’re not your typical financial firm. Our approach is clear, personal, and designed to meet you where you are. We combine real-life guidance with modern tools and a team that’s genuinely invested in your success.

  • Do I need to have a certain amount of money to work with you?

    No. We believe everyone deserves great financial advice—regardless of their starting point. We offer flexible solutions to fit a range of financial situations and life stages.

  • Are your services tailored or one-size-fits-all?

    Everything we do is customized. From your financial plan to your investment strategy, we design solutions aligned with your unique goals, values, and lifestyle.



  • Do you work with clients remotely?

    Yes. While we're proud of our New England roots, we work with clients across the country through secure virtual meetings—making it easy to stay connected on your terms.

  • How do I get started?

    It starts with a conversation. Schedule a no-pressure intro call and let’s talk about where you are, where you want to go, and how we can help you get there.