Meet the Team

Scott is the managing partner of True North Financial Planning. He is responsible for the culture and mission of the firm. We provide continual advice, education, and coordination of clients’ financial goals. As such, we work with our client’s legal, tax, and debt advisors. We also work closely with clients’ family members to ensure that we are helping the people they care most about.

Scott is an alumnus of the University of Florida and has been consulting with businesses for more than 40 years. The firm works with business owners to develop tax-efficient employee benefits and business succession strategies. We utilize sophisticated software tools to assist with financial planning and risk management. Scott’s expertise is in retirement income distribution. We help people receive income throughout their retirement in the most tax-effective manner.

For 12 years, Scott participated in a program at the Wharton School, University of Pennsylvania. The program was known as At Retirement and was instrumental in Scott’s knowledge of topics of concern to people retiring. They include long-term care, Medicare, social security, taxes, estate planning, and steady retirement income. 

Scott has been a member of Million Dollar Round Table**, an association of financial professionals from more than 500 companies in 70 nations and territories, since 2004.

*Scott Hynson does not provide legal or tax advice.
**Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be in good standing of a professional association that has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation. For more information, please visit https://www.mdrt.org/.

Garrett began his career in financial services with AXA Advisors (now Equitable Advisors). He helps his clients achieve their goals through comprehensive financial planning. He is particularly passionate about tax planning; helping clients plan for the most tax-efficient means of wealth accumulation, distribution, and transfer.

Beyond financial planning, Garrett’s focus on the True North team is investment analysis and portfolio management. His educational background and experience prepared him well for this. Garrett completed his undergraduate degree at the University of Virginia. He subsequently earned his Master’s of Science in Finance from ESADE, a university perennially ranked one of the top in the world for this degree. He has also earned his Chartered Financial Analyst® (CFA®) designation. This designation is focused on in-depth investment analysis and advanced portfolio management skills.