It's not about your money - it's about your life. To develop your plan, we start with discovery. We step away from what you've been doing to what you would like to do, not with your investments but with your life. Once we've learned what's important to you and have relevant financial data in-hand, we develop your life-centered financial plan.
Our asset management relies on evidence-based investment principles and decades of time-tested research. We design and manage portfolios utilizing a long-term, prudent investment strategy designed to let the power of the markets work for you. We provide unbiased and objective advice. We always put your best interests first.
Our asset management relies on evidence-based investment principles and decades of time-tested research. We design and manage portfolios utilizing a long-term, prudent investment strategy designed to let the power of the markets work for you. We provide unbiased and objective advice. We always put your best interests first.
Services
NorthStar Capital Advisors, located in Charlotte, NC, provides comprehensive, fee-only financial planning and proprietary investment management. We are an unbiased advocate in helping you make wise financial decisions that contribute to your prosperity and happiness. Formed in 2006, we have navigated countless economic storms and financial fads by balancing traditional practices, innovative approaches, and timely insight.
If you're ready to get a clear plan for your finances and investments, you're in the right place. We have created this process to give you (and us) a framework for making an educated and informed decision about working together. We know that taking the first step can sometimes be intimidating. After all, getting your finances in order is not fun for most.
So you should hire an adviser not for his or her investing prowess, but to help organize your finances, prioritize your goals, minimize your taxes, and navigate the shoals of retirement and estate planning. Done right, those services can make you far richer - and happier - than the pipe dream of investment outperformance is likely to.
Our team of PhDs created a data-driven and time-tested approach for carefully managing your money. Our investment philosophy incorporates our observations, our academic research, and our real-world experience since 2006. Our experience has been that successful investing is goal-focused and planning-driven, while most of the failed investing we've observed was market-focused and performance-driven.
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