POLARIS FINANCIAL PARTNERS, LLC

Overview

Polaris Financial Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm serves both individual and family clients as well as select institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-AUM model alongside fixed fees. Polaris reports an owner-type of an individual and notes an industry affiliation with a law firm. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices