A complete list of active advisors currently associated with Northstar Financial Advisors, Inc.

Warmer can help you find a great advisor at Northstar Financial Advisors, Inc. or one who fits your needs even better.

Northstar Financial Advisors serves individuals, trusts and retirement plans, providing discretionary portfolio management and limited financial planning. The firm manages approximately $195 million in discretionary assets and also offers 3(38) investment-manager services for qualified retirement plans, accepting responsibility for selecting and monitoring plan investment lineups. The firm’s investment approach emphasizes fundamental, value-oriented analysis and a long-term holding discipline, often resulting in concentrated portfolios with sector weightings that may materially differ from broad market indexes. Northstar uses asset-allocation tools when appropriate and draws on public filings, independent research services and financial press to inform security selection. A feature that distinguishes the firm from many peers is its affiliation with an accounting practice: the firm’s principal is a Certified Public Accountant and the brochure discloses that accounting and tax-preparation services are provided to some clients under separate agreements. The firm also requires clients to use a designated custodian for execution and reporting, discloses that it may permit borrowing in managed accounts, and documents specific policies for handling concentrated positions and personal trading.

To learn more about the advisors currently working at Northstar Financial Advisors, Inc., 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.