A complete list of active advisors currently associated with NorthStar Portfolio Investments, LLC

Warmer can help you find a great advisor at NorthStar Portfolio Investments, LLC or one who fits your needs even better.

NorthStar Portfolio Investments provides investment management and financial planning to individuals, high‑net‑worth clients, trusts and estates. The firm manages both discretionary and non‑discretionary accounts and offers services that include retirement and post‑retirement planning, legacy creation, and tax‑efficiency advice. The firm combines fundamental analysis with modern portfolio theory to construct model portfolios ranging from conservative to speculative and seeks to align allocations with client‑selected benchmarks and risk tolerance. It conducts regular monitoring and rebalancing with quarterly reviews, executes trades through recommended custodians, and supplements its investment work with third‑party technology to aggregate and manage held‑away retirement accounts. Distinctive features include a small advisory team managing roughly $64 million in assets across about 70 client relationships and a meaningful portion of non‑discretionary/held‑away assets. The firm also offers fee‑based planning alternatives (including fixed‑price project reviews and hourly engagements), uses a third‑party platform to facilitate management of employer‑sponsored/held‑away accounts, and does not participate in wrap fee programs or charge performance‑based fees.

To learn more about the advisors currently working at NorthStar Portfolio Investments, 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.