Home

Where Your Wealth & Well-Being Connect

At Northstar, we help you think about, then confidently act upon, your wealth and your life.


Learn More About Our Services
Financial Advisor

Wealth Management

Wealth Management at Northstar is a premier service for ongoing Financial Life Planning and Investment Management. Our mission is to empower you to make informed financial decisions by providing consistent, personalized service and unbiased, expert advice.

Learn More
Financial Advisor

Financial Planning

We believe money is only a tool, with no intrinsic power or meaning on its own. It can facilitate happiness and meaning in your life only when used wisely to help you realize your goals and dreams.


Learn More
Financial Advisor

Women
& Wealth

 

We have a passion for serving the unique needs of women and believe that an unbiased, holistic approach to providing planning and investment advice is the best way to serve the growing needs of women at every stage of life.


Learn More

envision the life you want

Envision the Life You Want

 

What is Financial Life Planning

At Northstar, we are passionate about our clients’ entire financial lives. We start by getting to know you and what you want out of life. We help you consider life’s trade-offs to make clearer, more informed, and more honest choices. When you can make better choices, you can have the financial life you want.

Learn More About Life Planning

 

CEO Image

A Message from Robin Young, CFP®, RLP®, CeFT®
President & CEO

"Particularly during periods of transition, people need help navigating both the human and the technical side of money to successfully align their decisions with what is truly important in their lives.“

Connect with Robin

 

Expertise

We are committed to professional development and life-long learning. Our clients benefit from the experience that comes with the following certifications among our all woman team:

Certified Financial Planner®
Certified Financial Transitionist®
Registered Life Planner®
Certified Public Accountant
Certified Divorce Financial Analyst®
Certified Financial Behavior Specialist®

 

We are a team of professional women dedicated to helping people lead more successful and fulfilling lives by envisioning their goals and developing a plan to achieve them.

Meet Our Team

NS W&W

Women & Wealth Blog

We offer resources, planning articles and investment insights specifically geared toward the unique financial challenges and life transitions that women face.

Browse Articles

NS W&WB

Wealth & Well-Being Blog

Our financial life planning and investment management articles provide perspective on how individuals and families can envision their lives, set goals and plan for their future.

Browse Articles

Fascinating Statistics

Women

51 percent of the nation's personal wealth is controlled by women.

Transitions

50 percent of women over the age of 65 are more likely to be divorced or widowed.

Standard of Living

On average, women experience a 45% drop in their standard of living in the year following a divorce.

investment knowledge

20 percent of investors claim that their investment knowledge is very strong.