Your guide through financial
decisions big and small.
We are committed to helping our clients
achieve financial excellence.
At NorthStar Financial Partners we believe there is a stable financial future for those who work to achieve it. Our advisors provide honest, reliable advice and education, and tailored financial and investment plans to guide you to your financial goals. It’s important to remain optimistic and stay on course, and we’re here to support and guide you at every step along the way.
Meet Our Advisors
Choosing a financial advisor is a big decision. Watch this video to hear directly from our advisors about our friendly, client-first approach and how we make your top priorities our own.
For Individuals
As independent advisors our sole focus is providing you with the personal guidance you need – not selling you specific financial products. We take all aspects of your finances into account and help you see where you stand so we can work through the complexity of options and map out the best course of action for you.
For Business
If you own a business or manage the benefits for one, you know the value of having a financial advisor you can trust to understand the unique dynamics of your business and help you make tough decisions. We go the extra mile to make administration efficient, and help you keep tax and legal considerations in mind.
Plan
We listen to your goals, discuss your unique situation, and work with you to lay out a financial road map.
Invest
Having a road map is a good start, but you need the right vehicle to take you to your destination. Our investment vehicles are tailored to your plan.
Review
Every road trip has unexpected detours. We regularly review your plan and your investment vehicles to help you reach your destination.