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Where Your Wealth & Well-Being Connect

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


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In the News!

Members of the team at Northstar are frequently called upon to contribute to articles, speak at events and weigh in on podcasts relating to the world of financial planning and investment management. See our latest thought leader contributions.

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Upcoming Events

Northstar often hosts events for clients and the community in order to provide resources for those in financial transition. We also hold engaging and helpful events like our annual shred day.

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Articles & Resources

Our Financial Blogs, Quarterly Market Reviews, Quarterly Letters, and Current Investment News offer great information to those looking to flex their financial brainpower.

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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.

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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.

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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.


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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.

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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.


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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.“



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

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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.