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

THINK OF US AS YOUR:

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 Mullis, PhD, CFP®

Financial Advisor & Founder Meet Chris (bio)

Dr. David Berger, PhD

Board of Advisors (Technology)
Meet Dave (bio)

Chris Mullis, PhD, CFP®

Financial Planner & Founding Partner Meet Chris (bio)

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.

Accountants

Attorneys

Insurance Agents

Bankers

Realtors

NorthStar + Altruist

“Altruist and NorthStar share an ethos of helping good people achieve remarkable retirements.”
— Dr. Chris Mullis, Founder & Financial Planner (NorthStar Capital Advisors)

Altruist is the third-largest custodian for independent, fiduciary advisors in the United States, behind Fidelity and Schwab. As a modern financial custodian, Altruist is responsible for safekeeping client assets, settling trades, and adhering to a strict set of policy and regulatory requirements. For more information about Altruist, visit altriust.com.

Retirement should create enjoyment, not anxiety

LET'S TALK