Meet the team that helps you worry less and retire more.


Planning Partners, Sounding Board & Financial Coaches

We will walk you through the important things that keep you up at night: secure monthly income, Social Security, realistic spending, healthcare, investments and taxes.

We want you to feel the comfort and peace of mind that comes with having a plan that works for you — at every stage of your retirement.


Dr. James Irwin, PhD

Financial Advisor & Director of Research
Meet Jimmy (bio)

Dr. Chris MullisDr. Chris Mullis, PhD, CFP®

Financial Advisor & Founder Meet Chris (bio) Certified Financial Planner (R)

Dr. David Berger, PhD

Board of Advisors (Technology)
Meet Dave (bio)

Dr. Chris MullisChris Mullis, PhD, CFP®

Financial Planner & Founding Partner Meet Chris (bio) Certified Financial Planner (R)

James Irwin, PhD

Financial Planner & Director of Research
Meet Jimmy (bio)

David Berger, PhD

Director of Technology
Meet Dave (bio)

Allied Experts

We also serve as your Chairman of the Joint Chiefs of Staff.  If there is a question or a need beyond our scope of expertise, we bring in allied professionals.  We carefully coordinate and collaborate with your accountants, attorneys, insurance agents, bankers, realtors, and other experts to address all of your requirements.

Insurance Agents

NorthStar + Goldman Sachs

“Peace of mind from knowing your retirement nest egg is safely held with a 155-year-old financial institution is deeply comforting.”
— Dr. Chris Mullis, Founding Partner & Financial Planner (NorthStar Capital Advisors)

Goldman Sachs is one of the world’s largest providers of financial services. Founded in 1869, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, investment banking, and many other financial products and services to more than 3 million individuals and institutions. Goldman Sachs oversees more than $1.4 Trillion in assets. For more information about Goldman Sachs, visit

  1. Goldman Sachs provides clearing, custody, or other brokerage services to NorthStar Capital Advisors, Member NYSE (since 1896), SIPC.
  2. Working with Goldman Sachs gives NorthStar Capital Advisors access to a wide range of institutional products and services at a low cost so we can effectively serve the needs of our clients.
  3. Through our relationship with Goldman Sachs, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Goldman Sachs accounts.

Our firm values the unparalleled support Goldman Sachs provides to make sure we are giving our clients the best possible experience when working with our firm.

Retirement should create enjoyment, not anxiety