Northstar Investment Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Northstar Investment Partners provides investment advisory and portfolio management services to individual clients, including individual and joint accounts and accounts for minor children of current clients. The firm is a fee‑only registered investment adviser and delivers custodial reporting with trade confirmations and regular account statements.
The firm bases recommendations on each client’s stated goals and time horizon while evaluating market, company and risk factors to seek capital appreciation. Northstar discloses that it may employ option strategies — including protective puts, cash‑secured puts, covered calls, equity collars and covered combos — as part of its portfolio management approach.
With about $16 million in assets under management across roughly 50 client relationships, the firm operates at a modest scale compared with many peers. Its explicit use of multiple option strategies and the stated willingness to manage minor‑child accounts are features less commonly disclosed by similar independent advisers, and the brochure reports no material disciplinary events.
Client services
Expertise
Fee options
Fee-only: Fee-only investment adviser (no commissions). Specific fee percentages not stated.
Main office
3255 North Point Parkway, Suite 103
Alpharetta GA 30005
Advisors at this office
4
Most active in
Georgia
Also doing business as
Galway Bay Apparel, Inc. · Money Wizard Financial Services, LLC · Northstar Investment Partners · Northstar Investment Partners, LLC · Terry B. Prillaman
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Terry P
Series 63, Series 65
Alpharetta, GA
Northstar Investment Partners
Terry Prillaman is the sole advisor at Northstar Investment Partners in Alpharetta, GA, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Northstar Investment Partners since 2004. Northstar Investment Partners is an independent, fee-only registered investment adviser serving individual clients, including accounts for minor children. The firm employs multiple option strategies and bases its recommendations on clients’ goals and risk factors to seek capital appreciation.
Alexander S
Series 65
Alpharetta, GA
Northstar Investment Partners
Alexander Stoehr is a Series 65 licensed advisor at Northstar Investment Partners with five years of industry experience. He has held roles at Northstar since 2025 and previously worked at Georgia Advisory Group, Fisher Investments, and Premier Financial Alliance. Prior to entering the financial industry, he spent seven years in full-time education. Northstar Investment Partners provides fee-only investment advisory and portfolio management services to individual clients, including accounts for minor children. The firm employs various option strategies as part of its approach and manages approximately $16 million in assets across about 50 client relationships.
Nicholas M
Series 65
Alpharetta, GA
Northstar Investment Partners
Nicholas Meyer is a financial advisor at Northstar Investment Partners with one year of industry experience. He holds a Series 65 designation and previously spent six years at the University of Cincinnati in a non-advisory role. Northstar Investment Partners provides investment advisory and portfolio management services primarily to individual clients, including accounts for minor children. The firm employs a fee-only model and utilizes various option strategies as part of its approach to capital appreciation.
David T
Series 66
Alpharetta, GA
Northstar Investment Partners
David Thompson is a Series 66-licensed financial advisor at Northstar Investment Partners with 16 years of industry experience. His prior roles include positions at Georgia Advisory Group, Morgan Stanley, and E*TRADE Securities. Northstar Investment Partners provides fee-only investment advisory and portfolio management services primarily to individual clients, including accounts for minor children. The firm incorporates multiple option strategies in its approach and manages approximately $16 million in assets across about 50 client relationships.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)