A complete list of active advisors currently associated with Polaris Investment Advisors, LLC

Warmer can help you find a great advisor at Polaris Investment Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Polaris Investment Advisors, 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.