Your financial dreams reimagined.
Coordinate your income, investments, and insurance for a lasting impact.
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Get matched with a financial professional
Use our step-by-step tool to match with a financial professional who shares your values and upholds your priorities.
With over 160 associates nationwide, we can help you navigate the path to financial security.
Your complete financial strategy in one place
No one financial strategy is universal. We offer comprehensive services so you can select the products and services that matter most to you and your family.
Guidance personalized
Connect with a financial professional who understands the challenges you face, one who customizes recommendations to your career and lifestyle.
Individuals and families
Go beyond your demographic profile, with guidance and advice designed with your values and goals in mind.
Business owners
Address specific questions and make recommendations based on the risks, needs, and options for your business.
Specialized professionals
Receive the recommendations you need to thrive, made by professionals who understand you and your profession.
A firm you can trust
Our unique organizational structure connects you to numerous specialists on everything from life insurance to investments to business solutions, each one dedicated to your complete financial health.
Your choice of carriers. Your interests at the forefront of every recommendation.
assets under administration
donated to charity
years in service
clients nationwide
Numbers as of 2022
A company where everyone can make an impact
We believe that to serve our clients to the best of our ability we must first build a positive culture within our firm.
At North Star, we work to build a culture that is unequivocally goals-driven and team-oriented. We are a national firm, yet our financial professionals and team members form a close-knit community invested in each other’s success.
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Get in touch
Our dedicated team of financial professionals and specialists is here to listen and to help you navigate this new era of financial concerns and opportunity.