Meet Your Team

PhDs with Passion

Passionately planning & investing for your retirement success

James Irwin, PhD

Financial Planner & Director of Research
Meet Jimmy (bio)

Dr. Chris MullisChris Mullis, PhD, CFP®, CDFA®

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

David Berger, PhD

Director of Technology
Meet Dave (bio)

Dr. Chris MullisChris Mullis, PhD, CFP®, CDFA®

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

Think of us 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 + Goldman Sachs

“Peace of mind from knowing your retirement nest egg is safely held with a 153-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 $2 Trillion in assets worldwide. For more information about Goldman Sachs, visit goldmansachs.com.

  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
LET'S TALK

  • (704) 350-5028

  • info@nstarcapital.com

  • 521 East Blvd, Charlotte, NC 28203
    (by appointment only)

  • fax:  (704) 626-3462

ABOUT US

We are a fee-only, independent fiduciary advisor. Our allegiance rests solely with our clients and their best interests. We are headquartered in Charlotte, North Carolina and serve client families across the nation.



CLIENT TOOLS
CONTACT
  • (704) 350-5028
  • info@nstarcapital.com
  • 521 East Blvd, Charlotte, NC 28203
    (by appointment only)
  • fax: (704) 626-3462
FROM OUR BLOG
Nothing on this website constitutes either the provision of investment advice or solicitation to provide investment advice. Investment advice can only be provided through a formal investment advisory relationship. Copyright © 2022 NorthStar Capital Advisors - Charlotte, NC. All Rights Reserved.