Northstar Financial Advisors, Inc.

Overview

Northstar Financial Advisors, Inc. is an independent registered investment adviser focused on individuals and families, organized as a corporation and SEC-registered in 2021. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses, paired with accounting-related business activities. Fee arrangements are flexible and include a percentage of assets under management, hourly charges and fixed fees. Investment activity shows a clear tilt toward equities, with a heavy allocation to non-exchange-traded equity positions. The firm operates as a discretionary manager for the assets it reports and does not position itself as a capital allocator or pension consultant. Northstar reports it is not an active ESG investor and does not present as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices