About Us
FAQs
About Us
ABOUT THE FIRM
Independent judgment for clients with substantial capital.
LodeStar® is a fee-only, fiduciary wealth management firm based in Naples, Florida, working with a limited number of families and individuals across multiple states.
HOW WE WORK
We sit on your side of the table. Always.
As a privately owned, fee-only firm we have no product sales, no commissions, and no allegiance to any third party. Our only obligation is to the clients who entrust us with their capital and their planning.
We focus on relationships where the capital and the complexity justify careful, ongoing judgment. Most new relationships begin in the $2–$10 million range. We review every inquiry for mutual fit before scheduling a conversation.
Fiduciary by Choice
We operate under the fiduciary standard because it is the only structure that aligns our incentives with yours. NAPFA-Registered. Full disclosure. No hidden arrangements.
Process Over Narrative
Investment decisions are governed by a clear risk architecture. The goal is reliable compounding across full market cycles.
Behavioral Realism
We integrate behavioral decision science into the planning process because the largest risks to capital often come from the decisions investors make under stress.
Limited Capacity
We constrain the number of new relationships each year so that existing clients receive the depth of attention their situations require.
LEADERSHIP & TEAM
The people behind the process.
Experienced professionals, aligned incentives.
A small team by design — so attention stays on the work, not on growth for its own sake.
George Kiraly Jr., CFP®, BFA™, MBA
FOUNDER & CHIEF INVESTMENT OFFICER
Certified Financial Planner (CFP®) · Behavioral Financial Advisor (BFA™) · MBA, Finance · 30+ years experience · NAPFA-Registered Financial Advisor
George founded LodeStar® in 2003 and leads investment policy, risk architecture, and the firm’s research agenda. His work centers on Dynamic Risk Budgeting, regime-aware allocation, and the practical application of behavioral decision science for clients with substantial capital. He has successfully guided client portfolios through multiple full market cycles, including the Financial Crisis of 2008, with an emphasis on process, downside discipline, and judgement-driven decision parameters rather than narrative or prediction.
Sara V. Solano, CRPC®, BFA™
ASSOCIATE WEALTH ADVISOR
Chartered Retirement Planning Counselor (CRPC®) · Behavioral Financial Advisor (BFA™) ·
BA, Psychology & Business Administration, Rutgers
Sara works with clients on retirement income architecture, distribution planning, and the behavioral dimensions of financial decisions. She helps integrate decision-science principles into the planning process so portfolios and plans remain durable when markets and emotions are stressed.
Maria D. Kiraly
CLIENT OPERATIONS MANAGER
CFA Institute Investment Foundations Certificate
Maria oversees client operations, account administration, and the service infrastructure that allows advisory work to stay focused on judgment and planning. She is the primary contact for operational matters outside investment and planning decisions.
Alessandro Kiraly
COMMUNICATIONS DIRECTOR
BA, Communications, Ramapo College · Public Relations Society of America (PRSA) member
Supports firm communications and the clear presentation of research and client materials.
