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Coordinate your income, investments, and insurance for a lasting impact.
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Use our step-by-step tool to match with a financial professional who shares your values and upholds your priorities.

With over 170 associates nationwide, we can help you navigate the path to financial security.

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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.

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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.

Our Company
$12.6 billion

assets under administration

$6.8 million

donated to charity

116

years in service

150 thousand

clients nationwide

Numbers as of Dec. 2023

Awards and recognition

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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    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.

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