Noah Polk

CFP®
Senior Wealth Advisor
Planning Strategist

Noah serves as Senior Wealth Advisor where he helps clients develop, implement, and maintain their personalized financial plan.

Noah has been in the financial planning profession since 2015 and obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2018. Noah is committed to CFP® Board requirements to act as a fiduciary for his clients, always acting in their best interests.

Outside of work Noah loves to spend time with his wife, Robin, and children, Samuel and Aubrey Ruth. He enjoys playing tennis, golf, disc golf, and table tennis. Noah is a deacon at his church, Sojourn Church Carlisle and is an advocate for his local community.

Form ADV Part 2B


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with the above organizations and/or charitable causes.