About North Star Financial Partners

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.


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 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. Our goal is to align our interests with those of our clients. As we don't offer any proprietary products, we feel this enables us to make choices that better reflect client objectives. This higher standard aligns us with our clients in pursuing their lifetime financial goals.


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.

Our Services

At North Star Financial Partners we believe that clients need and deserve unbiased and objective advice. We offer wealth management services to assist clients in organizing their financial lives, assisting them in setting goals, and then developing strategies to pursue those goals. Once the strategies are designed we then assist in their implementation of strategies and monitoring of the progress toward achieving those goals throughout their financial lives.