Not Your Average Financial Advisor
LodeStar Advisory Group, LLC® is an independent, "fee-only", boutique wealth management firm. Because of our size, we are nimble and can quickly respond to changing market conditions and/or your life events and transitions, making adjustments as needed.
Our firm was founded in June of 2003 by George Kiraly, Jr. who also serves as the firm's Chief Investment Officer.
George Kiraly Jr., CFP®, MBA
Founder & Chief Investment Officer
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Certified Financial Planner (CFP®)
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NAPFA-Registered Financial Advisor
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MBA - Finance
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Financial Therapy Association® member
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Financial Planning Association® member
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Estate Planning Council of Lee County, Florida member
George is a Certified Financial Planner® and member of the National Association of Personal Financial Advisors (NAPFA). As a "fee-only" wealth manager, he offers independent, objective and unbiased advice. He does not sell products. George is known for several prescient market calls over the years and successfully navigating his clients through turbulent market events, including the Financial Crisis of 2008.
Besides selecting and managing investments, George has analyzed portfolios and manager performance; helped clients through job changes and salary negotiations; evaluated the pluses and minuses of insurance companies and their policies, and suggested alternatives; built solid retirement plans for clients; offered advice on assets held elsewhere, on whose advice he earned no fees; advised on real estate acquisitions and business plans; helped clients make wise social security benefit decisions; advised clients to prioritize their own businesses or pay down debt rather than invest with him and helped clients through family financial crises, even advising on tax and estate planning issues.
Whether George is working with business owners, families or individuals, all of his clients have one thing in common: the desire to pursue their goals and dreams and have an experienced professional help them to make smart financial decisions. George offers wise counsel as your personal financial advocate and confidant.
In his spare time, George engages in the odyssey that is fly-fishing, for trout. His father introduced him to the sport as a child and he still goes out each Spring with a fascination for what is a difficult, complex and demanding endeavor. George is also an avid golfer and exercise enthusiast. He has run in many 5K and 10K charitable races, even competing in and completing, a triathlon event.
Adam A. Kiraly, CRPC®
Wealth Advisor
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Certified Financial Planner (CFP®) Candidate
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Chartered Retirement Planning Counselor®
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BS - Business Administration, San Jose State University
Adam is a Chartered Retirement Planning Counselor®. As a CRPC®, Adam will provide you with an understanding of complex pre-and post-retirement issues. From helping you maximize sources of retirement income to guiding you through investments, Adam can effectively help identify and analyze what you should do today to pursue a secure tomorrow.
As a "fee-only" wealth advisor, Adam is committed to working with you to help you successfully achieve your financial goals through a holistic, planning-based approach, including custom-designed investment recommendations, retirement analysis, insurance strategies, estate planning and tax planning solutions.
Adam's participation in the CFP® program confirms his commitment to the profession and his desire to provide high-quality financial planning services for our clients at a fiduciary standard of care.
Adam enjoys running, hiking and cooking with his wife, Andrea, who is a Logistics Readiness Officer at the United States Department of Defense.
Mario A. Manrique
Investment Data Analyst
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Chartered Alternative Investment Analyst (CAIA®) Candidate
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BS - Mathematics, University of Pittsburgh
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BS - Finance, University of Pittsburgh
Mario conducts investment research, analysis and other exploration activities. He helps filter and analyze market and company-specific research. Mario's research aids the investment decision-making process by uncovering insights and opportunities for LodeStar's strategies and clients.
Mario's studies in the CAIA Level I program support his research and analysis of the capital markets by developing a deep level of knowledge and demonstrated expertise in alternative investments and their contribution to a diversified portfolio.
In his spare time, Mario enjoys painting, playing guitar and exercising.
Maria D. Kiraly
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Client Services Manager
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CFA Institutes's Investment Foundations Program Certificant
Maria joined the LodeStar® team as the firm’s Client Services Manager
in September of 2016. Prior to joining LodeStar®, she worked at PNC Bank in client service and before that, ran her own successful small-business firm for over 10 years.
Maria is the main contact for all questions outside of financial planning and investments. Maria brings her knowledge and expertise to assist
LodeStar® in our back office operations, including helping clients with their client services needs such as setting up and maintaining new accounts, transfers, client meetings and scheduling.
Maria has completed the CFA Institute's Investment Foundations Program, covering the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.
After successfully passing the exam and earning the CFA Institute Investment Foundations Certificate, Maria now demonstrates a mastery of core foundational principles of the investment profession.
