Second Opinion Service

A New Angle Of Vision

At LodeStar®, we've seen all kinds of markets come and go over the years. And we've seen literally hundreds of investment portfolios that were managed by other Wall Street firms. If your current portfolio is like many of the others we've seen, it may be suffering from one or more of the following:

Market Underperformance

Elevated or Opaque Costs

Excessive Risk Taking

Tax Unfriendliness

We'd like to help if we can. Here's what we offer: A free second opinion service, including a customized report with analytics and commentary. 

Most people won’t hesitate to obtain a second opinion when faced with a serious medical diagnosis or major career decision. Why not do the same with your investments? After all, a second opinion gives you the satisfaction of knowing that you have done your research and considered all the options in providing for those who depend on you and the legacy you will leave.

A second opinion from an independent, fee-only, unbiased financial advisor can provide important insight and perspective, and in certain instances, provide a clearer picture of your financial situation and outlook.

We'll analyze your portfolio with tools like our award winning risk-engineering technology. 

You provide us with recent brokerage statements and advisory reports, complete a brief questionnaire, and we will provide you with a customized report including analytics and commentary.

To schedule your no-cost portfolio analysis please email us at or call 973-218-2440. You can begin the short questionnaire here.

Meet The Team

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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.


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 2019 LodeStar Advisory Group LLC

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