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

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

Northstar Financial Planners provides discretionary portfolio management and consultative financial planning to individuals—including high‑net‑worth clients—as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. As of December 31, 2025 the firm reported approximately $311.6 million in discretionary assets under management across roughly 358 client relationships and typically customizes portfolios to clients’ stated objectives and risk tolerances. The firm collects suitability information at the outset of an engagement and constructs diversified, asset‑class based portfolios that it monitors and rebalances on an ongoing basis; it may grant the firm discretionary trading authority to implement the agreed strategy. Northstar also offers written financial plans and uses Separately Managed Accounts (SMAs) when appropriate, supplementing its mutual fund and ETF allocations with third‑party strategy overlays as part of client portfolios. A distinctive element of Northstar’s practice is the provision of educational seminars and workshops for clients and prospective clients, a service that is relatively uncommon among peer team firms. The firm also emphasizes formal due diligence and ongoing monitoring of sub‑advisers used in SMA programs—reviewing holdings, strategy, concentrations, leverage, and compliance/business‑enterprise risks—alongside its custodial relationship practices.

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