Lodestar

Smart Planning. For Life.

At LodeStar®, we combine asset management with smart, forward-thinking financial planning, using cutting-edge technology, to bring you the best in "fee-only" wealth management.

We're not the biggest firm on the block and that actually is an advantage for you. As a smaller, boutique firm, we can provide more efficient, personalized and dynamic services to you. We act as your family financial confidant and advocate and provide respectful, friend-to-friend advice, allowing us to develop a real relationship with you. 
 
We are proud members of NAPFA, the National Association of Personal Financial Advisors.

This prestigious title is recognized by those in the field and in the media as identifying individuals who are professional, ethical financial advisors.

NAPFA-Registered Financial Advisors serve consumers. They are financial advisors who are highly competent and have met more than a de minimis certification standard, offer holistic service, and operate on an objective Fee-Only basis. That means they do not sell financial products on commission. They are unbiased, without the potential for conflicts of interest. Their only purpose is to look out for their clients’ overall financial well-being.

 

 

 

 

 

 

As a wealth management and tax strategy firm, we attract clients who want to work with us because we are:

  • Ethical - We serve as fiduciaries and always put your best interests first.
     
  • Independent - We don't sell anything. We have no proprietary products. Our "open platform" allows access to the entire universe of investment solutions, objectively, with no biases whatsoever.
     
  • Experienced - We've been performing financial planning and managing investment portfolios for over two decades and have learned valuable lessons along the way.
     
  • Skilled - As Certified Financial Planner Practitioners and members of the National Association of Personal Financial Advisors and the Financial Planning Association, we’re always learning, growing, and advancing our knowledge to better help our clients.
     
  • Creative - We’re consistently providing personalized and novel financial strategies to our clients, many of which they haven’t heard about or read in the paper before. We know how to generate substantial income in client portfolios, even in this environment of low interest rates. 
     
  • Responsive - The fact that we're not the biggest firm on the block actually helps us provide more efficient, customized, and dynamic services for our clients. We are nimble and can quickly respond to capital market conditions and/or your life events and transitions, making adjustments as needed. You should expect a prompt return telephone call or email after reaching out to us.

As you face the inevitable changes of life, we are here to guide you as your financial confidant and advocate. 


Experience The Difference

When you work with LodeStar®, you will experience the difference it makes in having a trusted confidant and advocate who is truly your financial partner and friend. At LodeStar®, we are here for you. We're completely interested in getting to know you. We'll explore your dreams, discover your values and develop actionable strategies to simplify and improve your quality of life. Give us a call and let's talk about your life!

That's what The LodeStar Experience® is all about.


Let's Talk

We invite you to schedule a meeting with us for a complimentary review of your financial situation. Your call could be the beginning of a long, fruitful and mutually rewarding relationship that meaningfully improves your quality of life. Call us today at (973) 218-2440 or fill out the form in the Contact Us section so we can contact you.

As Seen In


As Seen In