About North Star
Guiding Investors. Navigating Markets. Decades of Experience.
The North Star Family of Financial Services is dedicated to guiding you and your family’s financial decisions.
At North Star, our philosophy is to create investment strategies, financial and benefit plans as well as family office services that reflect your particular needs and goals. Our clients benefit from personal attention and knowledgeable advice from staff that will help you navigate today’s complex global financial markets.
as of March 31, 2025
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North Star 20th Anniversary
North Star celebrated our 20 year anniversary as an independent Registered Investment Advisor in 2023. We are sincerely thankful for the loyalty of our clients and appreciate the opportunity to act as your investment advisor.
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Dedicated & Experienced Team
North Star’s culture is built on a commitment to investment excellence and customer service.