About Us

 

About Us

North Star Financial Partners is financial services firm whose advisors provide a high level of customized financial planning services to their clients. We are focused on providing our clients with a holistic financial planning experience, bridging our clients’ financial realities to their goals. We see ourselves as being on the same side of the table as our clients, and when providing advisory services do so in a fiduciary capacity.

History

Our firm was created by advisors who have worked together dating back to 1994. North Star Financial Partners was officially founded in 2008 over the desire to bring to our clients an environment where they could be assured that their interests where always held above that of any company. We felt that the only way to achieve this goal was to create our own firm where there was no relationship between the firm and any investment or money manager.


Independence

Independence means different things to different people, but to us it means that we act in a fiduciary role with our clients. It also means that as a privately owned business we are not beholden to the corporate mandates of Wall Street or the need to meet shareholder objectives. We align our interests with those of our clients as we owe them a duty of undivided loyalty and utmost good faith, and cannot engage in any activity in conflict with the interest of any client. This higher standard aligns us with our clients in pursuing their lifetime financial goals.


Experience

North Star Financial Partners clients benefit from our many years of experience. With our diverse backgrounds and areas of specialty, we collaborate and share the latest planning strategies. We draw on the wealth of knowledge not only from the advisors but also from our experienced staff. This team approach helps us deliver more strategic thinking for our clients.