Our Journey
From door-to-door to decade-long relationships.
Aaron Yoon started North Lake Wealth Advisors with a simple philosophy: relationships matter most in financial planning. He began knocking on doors back in 2009, when many families had lost trust in financial advisors. Those conversations taught him that what people wanted most wasn’t complicated strategies—it was someone who cared enough to listen and work hard on their behalf.
Those early lessons shaped the heart of the practice. We believe the most important things we can offer are genuine care, hard work, and the commitment to stand beside you through every decision.
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Aaron Yoon, AIF®, CFP®
Partner, Wealth Advisor
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Danielle Daviau
Senior Client Associate
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Matthew Fox
Practice Director of Operations
Meet Our Team
Financial advisors who know you personally.
Our small team means you get personal attention and direct access to the people managing your financial future.
About &Partners.
We are proud to partner with &Partners, a wealth management firm offering advanced technology, a flexible investment platform, and premium service.
What Drives Us
Values that guide every
client relationship.
Our work is rooted in the same down-to-earth, hardworking values you’ll find throughout the Pacific Northwest.
Genuine Care
We care about the people and families behind each portfolio. Your milestones, challenges, and goals matter to us.
Hard Work
We’re willing to put in the extra effort, whether that means a weekend call, an evening email, or taking the time to find the right solution for your situation.
Personal Connection
To us, financial planning is about relationships that grow over decades—walking alongside you through life’s biggest moments.
