About Us

Financial guidance built around the life you’re building.

Your financial life is made up of more than accounts, investments, and numbers on a page.

It reflects your goals, your family, your work, your priorities, and the future you’re trying to create.

At Northline Wealth, we help bring those pieces together with thoughtful financial planning and investment guidance designed to give you greater clarity and confidence in the decisions ahead.

Our approach

Clear advice. Thoughtful strategy. No unnecessary complexity.

We believe financial planning should help you feel more informed—not more overwhelmed.

That means taking the time to understand what matters to you, explaining your options clearly, and building a strategy that makes sense for your life.

Our work is grounded in three simple ideas:

Clarity over complexity
We simplify the financial picture so you can understand where you stand and what deserves your attention.

Strategy over reaction
We focus on long-term goals and thoughtful decisions rather than short-term noise.

Relationships over transactions
Financial planning works best when it evolves alongside you. We aim to be a steady resource through the decisions, opportunities, and changes that come with life.

Avery Bennett, CFP®

Founder + Financial Advisor

Avery founded Northline Wealth with a simple goal: to make thoughtful financial guidance feel more personal, understandable, and connected to real life.

With more than a decade of experience in financial planning and investment management, Avery works with individuals and families navigating everything from growing wealth and career transitions to retirement and legacy planning.

Known for a calm, straightforward approach, Avery helps clients cut through financial complexity, understand their options, and make decisions with greater confidence.

Outside the office, Avery can usually be found exploring Nashville, planning the next weekend getaway, or spending time with family.

Meet the Team

Monet Goode

FOUNDER

With a vision for building something meaningful, our founder brings a blend of big-picture thinking and hands-on experience.
They set the tone for everything we do.
Emmett Marsh

SALES MANAGER

Focused, approachable, and driven by results, our sales manager is all about building strong relationships. They help connect people to the right solutions—with clarity and care.
Eleanor Parks

MARKETING DIRECTOR

Creative and strategic in equal measure, our marketing director brings fresh ideas to every campaign. They turn insights into action and help our message resonate with the right audience.
Karl Holland

CUSTOMER SERVICE MANAGER

Friendly, attentive, and always ready to help, our customer service manager ensures every interaction is a positive one. They keep communication clear, timely, and human.