Smart Planning. For Life.
Advanced Estate and Tax Planning Strategies
Fee-Only, Fiduciary Wealth Management
Independent, Unbiased, Transparent
Invest In Your Peace of Mind
Winning More by Losing Less
A Portfolio That Spends Less Time Recovering, Spends More Time Compounding
The Mathematics of Finance
As an independent, "fee-only", privately owned firm, we have the freedom to provide you with unbiased advice and access to the best research, investments and planning services, regardless of source. We have no allegiance whatsoever to any third party including insurance companies, mutual fund companies or other entities. We choose to work in a fiduciary capacity. As fiduciaries, we put your interests first, always.
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Financial Peace of Mind
Fee Only - no commissions, no product sales, experienced unbiased advice
Fiduciary Standard - legally bound to act in your best interests at all times
Full Disclosure - no undisclosed arrangements, no hidden fees, total transparency
A Financial Advisor You Can Trust
Stay Ahead of Volatility
"Diversification only offers a limited amount of protection and is successful approximately just 65% of the time. As a result, it does not protect a portfolio from drawdown during major market events and is successful primarily in normal and low-risk periods."*
* SSGA "Walking The Tightrope: How CIOs are Balancing Upside Participation and Downside Protection, 2015
Managed Volatility Strategies + Holistic Planning =
Preservation of Your Unique Lifestyle
Stop Worrying About The Markets
Stop Worrying About Your Money
Stop Worrying About Your Financial Plan
Start Living The Life You Want, And Stop Worrying!
How It Works
Deciding on an investment advisor can be time-consuming, and we are happy to spend as much time with you as you need to determine if LodeStar® is the right fit for you.
An Organized Financial Life = A Higher Confidence Level
Focused Planning For Your Personal & Business Financial Goals
Let Us Help You Manage Your Wealth
