Polaris Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$214,000,000
Clients
143
Advisors
2
of 3 employees
About
Polaris Financial Partners is a small, supported investment adviser managing about $226 million for roughly 143 clients through a three-advisor team. The firm provides financial planning and portfolio management for individuals and high-net-worth clients, generally recommending equities along with mutual funds, ETFs and fixed income.
Portfolios are tailored through client interviews and model allocations, with the firm reviewing metrics such as alpha, beta, standard deviation and peer rankings as part of its process. Investment analysis draws on a mix of approaches — charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis — and the firm generally pursues a long-term trading orientation.
Notable for its structure, Polaris acts as portfolio manager and sponsor for a wrap fee program, meaning it may bundle investment management and transaction services into a single fee and, in wrap accounts, has limited custody for fee deduction and related reporting. The firm’s Form ADV also discloses an affiliation with a law firm, a relationship that is uncommon among peers and may affect how it coordinates planning and related services for clients.
Client services
Expertise
Fee options
$100,000 - $500,000: 1.50% $500,001 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - And Up: Negotiable
Fee-only: Financial Planning Fixed Fees $200 to $5,000 (negotiated case-by-case)
Main office
470 Olde Worthington Road Suite 450
Westerville OH 43082
Advisors at this office
2
Most active in
Colorado · Florida · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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.
-
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.
Quick links
Advisors at this firm
Robert D
Series 63
Westerville, OH
Polaris Financial Partners, LLC
Robert Deitrick is a financial advisor with Polaris Financial Partners, LLC, holding a Series 63 designation and over 40 years of industry experience. He has been with Polaris since 2003 and previously worked at Cadaret, Grant & Co., Inc. from 2010 to 2023. Outside of advising, he is co-author of the book *Bulls, Bears & The Ballot Box* and is involved with Polaris Productions LLC. Polaris Financial Partners is a small, supported investment adviser managing approximately $226 million for around 143 clients. The firm serves individuals and high-net-worth clients with financial planning and portfolio management, employing a variety of investment analysis methods and generally maintaining a long-term trading approach.
William H
Series 63, Series 65
Westerville, OH
Polaris Financial Partners, LLC
William Harrigan is a financial advisor at Polaris Financial Partners, LLC in Westerville, Ohio, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions with the Virgin Islands Department of Property and Procurement and the Superior Court of the Virgin Islands, as well as experience in legal settings during law school. Polaris Financial Partners is a small supported investment adviser managing approximately $226 million for about 143 clients through a team of three advisors. The firm provides financial planning and portfolio management for individuals and high-net-worth clients, using a range of investment approaches and offering a wrap fee program that combines management and transaction services.
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”)