Northstar Financial Planning

Northstar was established in 1994 and is registered as an Investment Advisor with the US Securities & Exchange Commission (“SEC”). We are located in New Hampshire and offer professional Wealth Management and Life Planning services on a "Fee-Only" basis, since that is the only way we can always be 100% objective and your side of all issues. There is never any question of a possible conflict between your interest and ours during our relationship.

We currently serve clients in New England and several other states, including Minnesota, Arizona, Florida, Colorado, and New York. We provide Wealth Management services for over $60 million dollars of our client’s wealth.

We are Fee-Only planners.
We believe that only a Fee-Only relationship can insure that 100% of our loyalty and interest be devoted to you, without any potential conflicts of interest.

We do not sell any financial products -no insurance, mutual funds or stocks.
There are no "kick-backs", commissions or hidden payments of any kind from anyone.
There is no "hidden agenda"-if we recommend something, it's because we believe it is in your best interest--not ours! Our only income comes from you, for the services we provide for you.

We don’t use "cookie cutter" plans.
Your dreams, goals, fears and resources are woven into the analysis we do and shape the recommendations we will provide to you. Your plan and recommendations fit you. You are unique and your financial plan should be too!

We believe in the continuity of our relationship.
At Northstar we know that financial planning is a process-not an event! We expect that our relationship will be ongoing and that as "life happens and things change", we will be there to help you adjust your financial plans