A complete list of active advisors currently associated with North Star Advisory Group, LLC

Warmer can help you find a great advisor at North Star Advisory Group, LLC or one who fits your needs even better.

North Star Advisory Group works with individual and high‑net‑worth clients, as well as pension and profit‑sharing plans and charitable organizations, offering portfolio management, financial planning, pension consulting, sub‑advisory services, and specialty consulting. The firm’s team of six advisors manages roughly $289 million across about 439 client relationships and provides both discretionary and non‑discretionary portfolio management. The firm tailors strategies to client objectives and risk tolerance, primarily implementing allocations in fixed‑income securities, mutual funds and ETFs, and monitoring and rebalancing accounts regularly; it may also use model portfolios and sub‑advisers. In addition to traditional planning and plan‑level consulting, North Star provides niche services including real estate consulting and antiques and collectables consulting, and it conducts participant education for retirement plans. Notably, the firm discloses an affiliation with an attorney who operates a separate legal practice and that certain firm principals are licensed insurance agents who may receive commission‑based compensation for insurance sales; these relationships and the attendant disclosure/offset practices are highlighted in the brochure. The combination of a legal affiliation, insurance activities, and specialized consulting offerings (antiques/collectables and real estate liquidation advice) is less common among comparable team‑size advisory firms and informs the firm’s conflict‑of‑interest disclosures.

To learn more about the advisors currently working at North Star Advisory Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.