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Thank you for taking the time to learn about North Star Financial Advisors.
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 love being that trusted advisor. We strive every day to earn the title.
Our process is driven by an in-depth understanding of you, your goals, and how you think and feel about money.