LodeStar Advisory Group, LLC® is an independent, "fee-only", boutique wealth management firm. We're not the biggest firm on the block and that actually helps us provide more efficient, customized 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.

LodeStar® was founded in June of 2003 by George Kiraly, Jr. who also serves as the firm's Chief Investment Officer (CIO). 


     ♦  George Kiraly Jr., CFP®, MBA - Founder & CIO

     ♦  Certified Financial Planner®

     ♦  NAPFA-Registered Financial Advisor

     ♦  MBA - Finance

     ♦  Member of the Financial Planning Association® & 
         Investment Management Consultants Association® 

George is a Certified Financial Planner® and member of the National Association of Personal Financial Advisors (NAPFA).  As a "fee-only" wealth manager, he offers independent, objective and unbiased advice. He does not sell products. George has been interviewed and quoted by The Wall Street Journal, SmartMoney, The New York Times, Kiplinger's Personal Finance, Reuters, Dow Jones Newswires and other news organizations. George's unique training and education provide a strong base from which to deliver the professional insights and services that the investing public has come to expect. He helps his clients grow and protect their assets, increase income and reduce taxes. George has crafted customized solutions for hundreds of retirees and pre-retirees throughout the nation.

   

     ♦  Mario Manrique
 

     ♦  Intern at LodeStar®
 

     ♦  CFA Institute's Investment Foundations Program Candidate



Mario supports ongoing and ad-hoc requests from the Founder & Chief Investment Officer. He assists in the execution of projects and strategic initiatives and supports follow-up actions and tracking. Mario is enrolled in the CFA Institute's Investment Foundations Program. It covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.

 

     ♦  Maria Kiraly
 

     ♦  Client Services Manager
 

     ♦  CFA Institute's Investment Foundations Program Candidate



Maria joined the LodeStar® team as the firm’s Client Services Manager in September of 2016. Prior to joining LodeStar®, she worked at PNC Bank in client service and before that, ran her own successful small-business firm for over 10 years.

Maria is the main contact for all questions outside of financial planning and investments. Maria brings her knowledge and expertise to assist LodeStar® in our back office operations, including helping clients with their client services needs such as setting up and maintaining new accounts, transfers, client meetings and scheduling.

Maria is enrolled in the CFA Institute's Investment Foundations Program, covering the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.

Vik Kapila, CPA – Vik provides Tax Planning services for LodeStar® on a consultative basis. He is a graduate of Lehigh University (B.S. Business & Economics, Major in Accounting) and is currently pursuing a Masters of Taxation at Fairleigh Dickinson University. Vik has been a licensed CPA in NJ since 1994, spending 20 years working in the public accounting industry, including 10 years with two "Big Four" accounting firms with a concentration in international tax issues. He has had a private practice since June 2011, providing professional tax compliance & consulting services to a client base that includes LLCs, corporations & individuals (i.e. closely held entities and their owners).

John Haugh, CLU, ChFC, RHU, REBC – John provides Insurance Planning services for LodeStar® on a consultative basis, including life, long-term care, disability and health insurance. John earned a BA in Business Administration from Baruch College and holds the Chartered Life Underwriter, Chartered Financial Consultant, Registered Health Underwriter and Registered Employee Benefits Consultant designations.

Thomas M. Murphy, Esq. – Tom provides Elder Law, Estate Planning, Veteran's Aid and Attendance Pension Benefits, Advanced Directives, Long Term Custodial Care, Special Needs, Guardianship and Medicaid planning services for LodeStar® on a consultative basis. Tom earned a BS in Industrial and Labor Relations from Cornell University and a JD in Law from the Rutgers Law School.

Peter L. Agostini, Esq. – Peter provides Legal services for LodeStar® on a consultative basis. Peter earned a JD in Law from the City University of New York.

 

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