Worry Less. Retire More.

We help you design your ideal life and advise you on all aspects of your money. 

planning principles
investing principles

It’s more than just dollars and cents.
It’s about living the life you want.

Sharing a common set of guiding principles is critical to our successful relationship.

Our Planning Principles

 

  1. To be successful, you must have a plan.

  2. We are planning focused.

  3. Financial planning is not precise; it is adaptive.

  4. We control the things we can control.

  5. Prepare for what can go wrong; invest for what can go right.

  6. Good planning has a long time horizon.

  7. We follow our own advice.

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Our Investing Principles

 

  1. We align your investments with your time horizon.

  2. We expect volatility.

  3. We stay the course.

  4. We prepare, we don’t predict.

  5. We manage and minimize expenses.

  6. We follow our own advice.

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Here’s What Sets Us Apart

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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 © 2023 NorthStar Capital Advisors - Charlotte, NC. All Rights Reserved.