Who we serve

Receive personalized advice and guidance for you, your family, and your needs

Individuals and families

We can help you pay off student loans and other debt, invest for your retirement, prepare for children, strategize cash flow for large purchases, and fund a college education. Wherever life leads you, we are here to support you and your values.

Business owners

Business owners face unique challenges when organizing their finances, from establishing your own health insurance to managing taxes and succession planning. We help you navigate your business and personal financial needs.

Tailored advice for industries

Many North Star financial professionals specialize in work with specific industries. They can provide you with a strategy tailored to your unique financial situation.

Financial professionals

As a firm, we believe in providing resources and support to all our associates, knowing it will be passed down in the form of more high-quality service for their clients.