Northstar Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) firm founded in 2009. The company operates as a fiduciary, meaning it is legally and ethically bound to act in the best interests of its clients. Its mission is to provide objective, tailored financial guidance to help clients achieve their long-term goals, with a focus on retirement planning, investment management, tax strategies, and estate planning. They emphasize a disciplined, evidence-based investment philosophy and personalized client relationships.

Founded in

United States