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.
George Kiraly Jr., CFP®, MBA
Founder & Chief Investment Officer
- 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.
Besides selecting and managing investments, George has analyzed portfolios and manager performance; helped clients through job changes and salary negotiations; evaluated the pluses and minuses of insurance companies and their policies, and suggested alternatives; built solid retirement plans for clients; offered advice on assets held elsewhere, on whose advice he earned no fees; advised on real estate acquisitions and business plans; helped clients make wise social security benefit decisions; advised clients to prioritize their own businesses or pay down debt rather than invest with him and helped clients through family financial crises, even advising on tax and estate planning issues. George offers wise counsel as your personal financial advocate and confidant.
Stephanie J Bowyer, CFP®
Director of Financial Planning
- Certified Financial Planner®
- MS - Economics
- Member of the Financial Planning Association®
Stephanie holds the CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designation and is an NFEC Certified Financial Education Instructor. She particularly enjoys teaching her clients how to organize their financial lives to successfully achieve their long-term financial goals. Stephanie knows that clients often come to financial advisors when they have concerns. She finds it very gratifying to be a fiduciary, working with her clients to provide the best possible solutions and to ease their stress.
In 2016 Stephanie became a member of the NFEC’s Personal Finance Speakers Association, exemplifying her passion for financial education for everyone. As a woman, women’s issues are important to Stephanie, and she is a current member of the Metro NY chapter of the US National Committee for UN Women.
Before coming to the U.S. in 2008, Stephanie taught economics at some of the most prestigious schools in the UK. She holds a Bachelor of Science degree in Economics from the University of London and Master of Science degree from the London School of Economics as well as a post-graduate teaching certification.
- 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.
- Client Services Manager
- CFA Institutes'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.