Northstar Financial Planning

EST. AUM
$275,767,000

CONTACTS
5

CLIENT ACCOUNTS
486

Firm Details

Metro area Manchester, NH
CRD Number 117205
Website northstarfp.com
Client types

Overview

Northstar Financial Planning specializes in guiding clients through major life transitions, such as divorce, widowhood, or retirement. The firm emphasizes a personalized and holistic approach, integrating financial planning with emotional well-being. As a fee-only fiduciary, Northstar supports long-term financial security and clarity, catering primarily to high-net-worth individuals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Northstar Financial Planning

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company