How It Works

Choosing an investment relationship is an incredibly personal process. We initially speak with most potential clients by phone, and then follow up in person so that we can help you assess whether LodeStar® would be a good fit for you and your family. During the initial phone consultation, we will ask you to share basic information about your financial situation and your goals. The next step would be to set up a personal appointment, either at our office in Short Hills or at a place that is convenient for you (as geography allows).

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.

Getting Started

When we agree in principle, that LodeStar® will be your wealth management advisor, you will be given an agreement that details all aspects of the advisor/client relationship. Once you review, agree to and sign that document, two parallel steps within the process will begin.

First, we determine the level of wealth management service you need, then create actionable strategies to help you achieve your goals. Once your assets have been properly allocated, we continually monitor your portfolio to ensure an appropriate balance between risk and reward is maintained.

Simultaneous to the creation of your strategic plan, we prepare all documents required by our custodian, Fidelity Investments, Inc., to establish you as a client of LodeStar®. As a client, you will have convenient online access to your investment account information including monthly statements and transaction confirmations. All ongoing administrative functions related to your investment accounts will be handled by our team of dedicated professionals.

That's what The LodeStar Experience® is all about.

Please feel free to contact us at (973) 218-2440, email us at or use the contact form here if you would like to set up a consultation.
What should you look for in a financial advisor?

It's more than just investing successfully. We take the time to understand the big picture.

We provide impartial and thorough advice based solely in our clients’ best interests.

Unlike many advisors, we never accept sales charges or commissions of any kind; instead, our clients pay us a very reasonable fee.

We engage and interact with industry thought leaders and experts.


Paladin Registry 5 Stars

This advisor scored in the 90th percentile or higher (5 Stars) when Paladin's proprietary algorithm rated the quality of his or her credentials, ethics, business practices, and services. Learn More.


999 Vanderbilt Beach Road, Suite 200, Naples, Florida 34108  P: 239-325-5110


51 JFK Parkway, First Floor West, Short Hills, New Jersey 07078   P: 973-218-2440


7047 E. Greenway Parkway, Suite 250, Scottsdale, Arizona 85254 P: 480-659-2950

© Copyright 2021 LodeStar Advisory Group LLC

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