Smart Planning. For Life.

At LodeStar®, we've seen all kinds of markets come and go over the years. And we've seen literally hundreds of investment portfolios that were managed by other Wall Street firms.

If your current portfolio is like many of the others we've seen, it may be suffering from one or more of the following: 

  • Market Underperformance  
  • Elevated or Opaque Costs
  • Excessive Risk Taking
  • Tax Unfriendliness

We'd like to help if we can. Here's what we offer: A free second opinion service, including a customized report with analytics and commentary. 

Most people won’t hesitate to obtain a second opinion when faced with a serious medical diagnosis or major career decision. Why not do the same with your investments. After all, a second opinion gives you the satisfaction of knowing that you have done your research and considered all the options in providing for those who depend on you and the legacy you will leave.

A second opinion from an independent, fee-only, unbiased financial advisor can provide important insight and perspective, and in certain instances, provide a clearer picture of your financial situation and outlook.

We'll analyze your portfolio with tools like our award winning risk-engineering technology. 

You provide us with recent brokerage statements and advisory reports, complete a brief questionnaire, and we will provide you with a customized report including analytics and commentary.

To schedule your no-cost portfolio analysis please email us at This email address is being protected from spambots. You need JavaScript enabled to view it. or call 973-218-2440. You can begin the short questionnaire here.

Meet The Team

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