Our Mission
Our mission here at Near North Financial is to build and empower the next generation. Our approach is centered around providing personalized solutions that not only address their current financial goals but also position them for long-term success. By engaging with young individuals and families and listening closely to their aspirations, we can guide them towards making informed decisions and developing financial skills that will serve them well throughout their lives. We aim to be a trusted partner in helping the next generation navigate the complexities of the world, ensuring that they have the tools and resources necessary to achieve their dreams.
Core Values
Honesty
Leading with the truth in all conversations
Transparency
Bearing your financial burdens with you
Down-to-Earth
Creating a financial plan with your best interest in mind
Charlie Drayer, Founder & President
Near North Financial was founded by Charlie Drayer, an entrepreneur with a deep passion for providing financial advising services to young people. With an innate understanding of the unique challenges faced by this demographic, Charlie recognized the need for a trusted partner to guide and empower individuals in managing their finances effectively. Alongside his wife Jess, Charlie embarked on a journey to create a company that would not only assist clients in navigating the complexities of their financial lives but also inspire and steward their dreams. Charlie's commitment to helping young people goes beyond his professional life; he also dedicates his time to serving as a Young Life leader. When he isn't busy advancing the financial well-being of others, Charlie finds joy in pursuing his hobbies, particularly golfing, which allows him to relax and unwind while challenging himself on the golf course. Charlie and his wife Jessica are both graduates of Wheaton College and currently reside in the Twin Cities.
