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Polaris Financial, LLC

EST. AUM
$70,223,296

CONTACTS

CLIENT ACCOUNTS
854

Firm Details

Metro area Boston
CRD Number 281952
Website partnerpf.com
Client types

Overview

Organized in 2016, Polaris Financial is an SEC-registered investment advisor offering remote, digital, and hybrid wealth advisory services across individual retail accounts, corporate entities, non-profits, and institutional credit unions. Operating natively through specialized market gateways—specifically Credit Union Wealth Group and Banc Wealth Group—the firm designs, implements, and monitors diversified multi-asset model strategies. Acting as a strict fiduciary under Title 1 of ERISA and the Internal Revenue Code, the firm works directly with institutional partners to manage underlying retail deposits and structural employee benefit accounts.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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