You've worked hard to get where you are. We are here to guide professionals, business owners, and retirees on their journey to provide the best possible life for their family and themselves. We founded North Star Financial Advisors in 2006 as a boutique, independent financial services practice committed to always putting the interests of the client first.
We work only for you. We manage investment portfolios, but take a much broader view of our responsibility. We guide our clients in all aspects of their financial life. We understand that navigating the way to financial security requires a broad range of advice - covering both the fundamental areas of financial planning and the emotional aspects of investing.
We work only for you. We manage investment portfolios, but take a much broader view of our responsibility. We guide our clients in all aspects of their financial life. We understand that navigating the way to financial security requires a broad range of advice - covering both the fundamental areas of financial planning and the emotional aspects of investing.
Services
With over 50 years of combined experience in financial services, we have the knowledge and resources to help you pursue your financial security. We've advised clients through many up and down market cycles. As I enter my 22nd year as a financial advisor, I continue to be struck by the level of complexity that people face on a daily basis.
Our mission at North Star Financial Advisors is to provide you with the leadership and broad range of trusted advice to navigate your way to financial security, however you may define it. Because we are independent Investment Adviser Representatives, we have the advantage of gaining access to a very broad array of investment and insurance choices.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Under normal market conditions we seek to maintain a growth-oriented focus while managing volatility inherent in the capital markets. We understand that you want us to grow your investments, but at the same time allay some of the emotional angst often associated with investing. So we will always champion the use of a diversified portfolio to help achieve your optimal level of risk-managed performance.
Retirement has evolved for many people to mean "what's next?" At the same time, the cost of health care and taxes in retirement challenge the best laid plans. Planning for your retirement is a multi-phase process. We will work with you to implement a plan designed to accumulate and grow investments earmarked for retirement.
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