Smart Planning. For Life.



Complete Dedication To You & Your Family

One of the biggest issues we hear from clients who previously worked with bigger firms is that they feel like a small fish in a big pond. 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 are completely dedicated to providing total financial life advice to you and your family. We sit on your side of the table and act as your family financial confidant and advocate. 


Maximum Convenience

You can come and see us, or if it's more convenient, we can come to you! Your initial consultation or any other meeting can be held at any location. We even have video conferencing capabilities via computer screen or mobile device. In fact, we held a video conference call not to long ago on a Saturday afternoon with clients from London, England. We want to make it as convenient as possible for you! Whether it be at your home, office, or neighborhood coffee shop or cafe, you tell us when and where it is convenient for you to get together and we will be there.


Direct Access/Prompt Communication

You'll always have direct access to your LodeStar advisor, not an assistant. A senior advisor will always oversee your investment account. Have you ever had trouble getting through to someone at your old firm or have days gone by without a call back or email response? You won’t have to worry about that with us. If you text us, we'll text you back immediately. We strive to return your call or email either immediately if possible, or by the end of the business day. 

And remember when your former advisor was out of town? Sometimes you had to wait several days or even a week or more before you were able to speak with him or her. A week? Really? Wasn't he or she supposed to be watching over your portfolio? We are always available. It doesn't matter if we are out of the office, out of the state, or out of the country. You will always have access to us.


No Conflicts of Interest/Total Transparency

As an independent, "fee-only", privately owned firm, we have the freedom to provide you with unbiased advice and access to the best research, investments and planning services, regardless of source. We have no allegiance whatsoever to any particular insurance company, mutual fund company or any other entity. We choose to work in a fiduciary capacity. As fiduciaries, we put your interests first, always. 


Low Costs

Lower costs can mean higher value for you. You'll benefit from low asset management fees and the use of low-cost ETFs and other funds. The result? More of your money can stay in your portfolio working for you. We seek the lowest-cost investment solutions among those that best meet your goals (others offering non-fiduciary advice are not similarly obligated), balancing cost with performance. Our in-depth research, commitment to low costs, and high client service provides you with an unbeatable value.
 

We are different!  As NAPFA-Registered Financial Advisors, we're completely dedicated to delivering total financial life advice to you and your family by providing a holistic approach to managing all of the interconnected areas of your financial life. We combine asset management with smart, forward-thinking financial planning, using cutting-edge technology, to bring you the best in wealth management.


Why NAPFA?

           

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