Northstar Financial Companies, INC.

Northstar Financial Companies, Inc. has offered comprehensive financial planning and investment management services since 1995. The firm helps individuals and high-net-worth clients navigate complex financial situations, including retirement planning, tax strategies, estate planning, business planning, insurance analysis, and investment management. Northstar operates primarily through a wrap-fee program that bundles ongoing financial planning with discretionary portfolio management. Investment choices are tailored to each client's specific goals, cash flow needs, and risk tolerance, utilizing fundamental analysis for stocks, bonds, mutual funds, and exchange-traded funds. Northstar also offers specialized equity-only investment strategies through its registered division, Crabtree Asset Management, and provides sub-advisory services. The firm acts as a fiduciary when providing investment advice on retirement accounts, ensuring advice is loyal, prudent, and in the client's best interest.