Who We Are

Our mission at Northstar is to value and protect, above all things, the trust that our clients have placed in us. We do this by acting with integrity, always being accountable for our actions, and consistently applying and expanding our expertise. Our team of professionals has been dedicated to this mission since our founding in 1996.

Everything we do, from financial planning to investment management, is driven by our client’s needs. Helping them to define their most important goals is our main focus.

Our clients often have complex financial lives that require an experienced hand for guidance and execution. They place trust in our entire team because we work as one unit, with the capability to service and support the financial concerns of a variety of clients.

Professionals, executives, and business owners use our services to organize and monitor their financial lives. Our experience with pensions and governmental plans helps us provide planning services to both active and retired military members. And our level of expertise allows us to guide the financial decision making for trusts, qualified plans, and nonprofits.

If this is the kind of relationship you desire to have with your financial advisor, contact us today so we can start working together to achieve your dreams.