Dee Northern, CFP^®

Dee Northern, CFP® is a Wealth Planner at Wealthspire, where he advises high-net-worth and ultra-high-net-worth individuals and families on complex estate, tax, and wealth-transfer planning. With more than a decade of experience in financial services, Dee helps clients integrate estate planning, tax strategy, investments, and cash-flow decisions into a cohesive wealth strategy. His work focuses particularly on multigenerational families, corporate executives, business owners and entrepreneurs, and families navigating liquidity events. He also contributes to the development of financial planning best practices across Wealthspire and has led financial planning and modeling training for the firm's professionals. 

Prior to joining Wealthspire, Dee served as a Wealth Advisor at Capasso Planning Partners, advising individuals, families, executives, and business owners while helping develop the firm's goals-based and cash-flow-based financial planning processes. Earlier roles at Buckingham Strategic Wealth, now Focus Partners Wealth, and Edelman Financial Engines provided experience working with a broad range of families and complex planning needs. Dee also founded NL Capital Ventures, a healthcare-focused M&A firm serving closely held business owners considering exit opportunities. His background in both finance and psychology shapes his approach to planning, particularly with multigenerational families where family dynamics, behavior, and communication are often as important as the technical strategy. 

Dee holds the CERTIFIED FINANCIAL PLANNER™ certification and earned Bachelor of Science degrees in Finance and Psychology from Old Dominion University. He serves on Wealthspire's Financial Planning Council, contributing to the development of firmwide planning practices, and on the ASAE Foundation's Estate Planning Advisory Council.