FAQ

What makes NorthStar different from other financial advisors?

NorthStar is a boutique, fiduciary advisory firm that manages investments in-house and builds customized plans for every client. We focus on long-term relationships, proactive communication, and aligning your wealth with your life's purpose.

Are you a fiduciary?

Yes. As an SEC-registered investment advisor, we are legally and ethically required to act in your best interest at all times.

Who do you typically work with?

We work with individuals and families who want a long-term, relationship-based partnership rather than a transactional one. Our clients range from people actively building wealth to families coordinating multi-generational planning, business owners preparing for a liquidity event, and those navigating major life transitions, and they span more than 24 states, anchored by our roots in the Philadelphia and New Jersey region. What they share is a desire for independent, fiduciary advice that aligns their wealth with their purpose.

What services do you offer?

We provide comprehensive financial planning, investment management, retirement planning, tax-aware strategies, estate coordination, insurance guidance, and ongoing portfolio monitoring.

Where are my investments held?

We custody assets with Charles Schwab, one of the most trusted custodians in the industry, giving you security, independence, and 24/7 access to your accounts.

How does NorthStar invest my money?

Our in-house investment team builds a portfolio tailored to your goals and risk level, using a combination of diversified assets, disciplined risk management, and long-term research. All decisions are made by the NorthStar team, not outsourced.