Long Valley, NJ Office
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LodeStar Advisory Group, LLC
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About
LodeStar Advisory Group is a fee-only wealth management firm that provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients), trusts, estates, corporations, and charitable organizations. The firm offers ongoing wealth management as well as stand‑alone financial planning and consulting engagements.
The firm’s investment process combines tailored asset-allocation with daily reviews of macroeconomic indicators and a mix of fundamental, technical, and cyclical analysis; strategies are generally long-term but the firm may execute shorter-term trades when appropriate. LodeStar may retain legacy positions for tax or portfolio-fit reasons and explicitly uses margin, options, hedging techniques and leveraged/inverse ETFs as tactical or risk-management tools.
Compared with many peers of similar size, LodeStar operates with a small advisory team managing roughly $92.5 million in discretionary assets and places formal emphasis on behavioral finance alongside traditional planning credentials (including CFP and related registrations). The combination of a fee‑only fiduciary orientation, use of derivatives and leveraged products for hedging, and an explicit behavioral-finance focus is relatively uncommon among firms of this scale.
Based on LodeStar Advisory Group, LLC
Expertise
Based on LodeStar Advisory Group, LLC
Location
Long Valley NJ
Advisors at this office
1
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