Northstar Financial Management, Inc.
We know money can be intimidating, especially when it comes to investments. And trusting someone to advise you on what to do with your hard-earned cash is even more overwhelming. That's why so many choose to go it alone.
We started Northstar to change the traditional dynamic of adviser & client relationships. We offer our clients a new way to experience professional financial services and better manage and grow their money – regardless of income or financial know-how.
As a fiduciary, we have a legal and ethical duty to put our clients' interests before our own. Since we're not motivated by kickbacks or commissions from mutual funds and insurance, we're free to focus on what matters most—financial education and easy to understand advice and services – with complete transparency.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.