Building Wealth

With Simple Disciplines

Investment Advisors Serving Charlotte

What We Do:

manage your money, for the rest of your life

partner

Partner

Our advice is driven by your greatest goals. Together, we’ll build financial confidence.

plan

Plan

Your experience begins with a carefully crafted plan: simplifying complexities and setting realistic expectations.

enjoy

Enjoy

Working with us will free you to pursue your personal and professional passions.

~~Learn More~~

NorthStar is a fee-only

financial life planning &

asset management firm.

We provide families with

strong financial counsel.

~~Meet the Team~~

What makes

NorthStar different?

~~Find Out~~

Our Client Experience

fee-only, life-centric financial advice

discover

Discover

Let’s begin with an investment in you, taking the time to understand who you are and how we can help.

define

Define

Based on our objective understanding of your distinct life goals & challenges, we’ll craft your custom wealth plan and bring order to your assets.

refine

Refine

With your plan in place, our partnership expands into managing your means towards achieving your most important financial goals.