Polaris Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Polaris Investment Advisors is a SEC-registered advisory firm that serves individual and high-net-worth clients as well as charitable organizations, corporations and retirement plans. The firm provides discretionary and non‑discretionary portfolio management, integrated wealth management and financial planning, and typically charges fees based on assets under management.
Polaris constructs customized, primarily long‑term portfolios using low‑cost mutual funds and ETFs and may supplement allocations with individual stocks or allocate portions of accounts to unaffiliated independent managers. Financial planning is offered both as part of comprehensive wealth management and on a standalone basis, with accounts monitored regularly and rebalanced or adjusted to reflect client goals and market conditions.
Distinctive elements include a compact adviser team managing over $200 million in AUM despite being founded in 2022, and leadership with accounting and personal financial planning credentials supported by an affiliated tax‑preparation business — relationships the firm discloses and addresses as potential conflicts. The firm also participates in an institutional platform relationship with a national custodian (Fidelity) that provides operational and software benefits, and some advisory personnel are licensed to sell insurance products and may receive customary commissions for those implementations.
Client services
Expertise
Fee options
Initial onboarding fee of $2,500 for ongoing financial planning; $500 annual platform fee.
$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.90% annually $5,000,001+: 0.70% annually
$250 to $500 per hour for standalone financial planning services.
Account minimum: $100,000 (generally required, but may be waived at Advisor's discretion) Fee-only: Investment advisory fees based on assets under management; no commissions received.
Main office
615 Concord Street, Suite 5
Framingham MA 01702
Advisors at this office
2
Most active in
Florida · Maine · Massachusetts · New Hampshire · Texas
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.
Advisors at this firm
Robert W
ChFC®, Series 63, Series 66
Framingham, MA
Polaris Investment Advisors, LLC
Robert Whitney is a financial advisor at Polaris Investment Advisors, LLC with 18 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining Polaris, he worked at Cetera Advisor Networks and has operated Whitney & Gore Financial since 1984, where he also serves as an enrolled agent providing tax preparation services. Polaris Investment Advisors is a SEC-registered firm serving individual and high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, focusing on customized, long-term portfolios using low-cost mutual funds, ETFs, and individual stocks.
Michael G
PFS™, Series 63, Series 66
Framingham, MA
Polaris Investment Advisors, LLC
Michael Gore is a financial advisor with Polaris Investment Advisors, LLC, holding a PFS™ designation and Series 63 and 66 licenses, with 26 years of industry experience. He has previously worked at Cetera Advisor Networks LLC and Polaris Advisors, LLC, and is also a CPA partner at Whitney & Gore Financial Services. Additionally, he operates as an independent insurance agent specializing in fixed annuities. Polaris Investment Advisors is an SEC-registered firm serving individual and high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management and financial planning, focusing on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, supplemented as needed by individual stocks or independent managers.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")