A complete list of active advisors currently associated with Northstar Financial Planning, LLC

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

Northstar Financial Planning advises individual clients (including high-net-worth households) and provides advisory and consulting services to employer-sponsored retirement plans. The firm offers wealth management, financial life planning, investment management, and pension/401(k) consulting, typically on an asset-based advisory basis. The firm employs a strategic asset-allocation, core-and-satellite approach that blends passive ETFs with selected active managers and documents client goals in investment policy statements; many accounts are managed on a discretionary basis. Northstar also integrates third‑party technology and automation into its process—most notably using Betterment Advisor Solutions for a wrap program and for firm-designed custom portfolios that support automated rebalancing, tax-loss harvesting, and consolidated reporting. Distinctive features compared with many peers include its participation as a sponsor in the Betterment wrap-fee program—offering custom Betterment portfolios and disclosing that it receives a portion of the wrap fee—and its use of paid third‑party referral arrangements (for example, a Wealthramp lead service). The firm also regularly advises plan sponsors and may serve as a discretionary ERISA investment manager (e.g., 3(38) for certain cash balance plans), combining retail wealth management with institutional plan-level fiduciary work.

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