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Elevating The Art and Science of Investing
Intelligent Portfolio Design.
Behavioral Decision Science. Tax-Focused Planning.

A more thoughtful approach to building, preserving, and transferring wealth.
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Institutional Investment Strategies


Behavioral Decision Science


Tax-Focused Planning


Pro-Active, Risk Mitigation

Serving Clients Nationwide
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Fee-Only, Fiduciary, Wealth Management

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
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Fee Only - no commissions, no product sales, experienced unbiased advice
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Fiduciary Standard - legally bound to act in your best interests at all times
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Full Disclosure - no undisclosed arrangements, no hidden fees, total transparency
Honest. Hardworking. Trustworthy.
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News organizations come to us, a trusted advisor,
for our views on personal finance, the economy
and capital market events.
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A More Resilient, Nimble and Responsive Approach
to Portfolio Management

Navigating a New Era of Volatility with Greater Certainty

"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

Behavioral Decision Science Can Make You A Better Investor And Improve The Quality Of Your Life

Live Your Best Life

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Stop Worrying About Your Financial Plan
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Stop Worrying About The Markets
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Stop Worrying About Your Money

Find Peace Of Mind For Yourself And Your Family

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How It Works
Deciding on a personal financial planner 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.
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Naples, Florida
  An Organized Financial Life = A Higher Confidence Level
Focused Planning For Your Personal & Business Financial Goals
 
Take The First Step

If you'd like to see whether LodeStar® would be a good fit for you and your family, send us your contact information and we’ll ask you some quick questions to learn more about you and offer ways we can help.

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