Steadfast
Financial Guidance

If there’s a storm, if you’re headed for the unknown, if you’re thinking on the scale of lifetimes, and even if the going is easy, stay true to yourself. We exist to help you stay connected to your own guiding light.

What NorthStar Can Do For You

Your life’s moments are yours to embrace and can take you near or far, from moving homes to sending kids off to college, beginning new career ventures, or transitioning to retirement. We assist in these critical life decisions and can help guide you to moments of connection.

Employee Financial Fitness

Customizable solution for employee financial education and planning.

NorthStar Financial guides your employees to better utilize their total compensation and make financial decisions.

Our Impact In Numbers

We’ll take care of the rest. Our financial guidance will help you navigate and prepare for retirement, weather market shifts comfortably, and establish your legacy—all the usual stuff. In Many cases, we work with families on a multi-generational level. We provide guidance on the succession of your investments and/or family business.

Years of Experience

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Trusted Accounts

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in AUA as of date 01/02/2025

Trusted Advisors

As Financial Advisors, we help organize your wealth plan to provide clarity and ensure your resources are efficiently allocated towards achieving your goals. This structured approach allows for effective risk management, tax efficiency, and alignment with your long term financial objectives.

Jon Anas

Sr. Financial Advisor, Owner/Partner

Our Approach

Consistency

Expect attention, care, and consideration in our approach. While the markets and economy may change, our dedication to you remains constant.

A Modern Legacy

We not only honor our roots, but we elevate them by leveraging both modern and time-tested financial strategies without compromising human connection.

Comfort in Transparency

Although talking about finances can feel uneasy, it’s usually less complicated to address them sooner rather than later. We help make financial conversations more comfortable, where they become part of the family chats around the kitchen table.

Generational Collaboration

A good captain can help you bridge vast distances—across decades, lifetimes, and generations. We will serve you and get your loved ones involved, too.

Meet the professionals

Unqualified references of Expert are difficult to substantiate to regulators.

We’re ready to help.

You’ll get a real voice when you call. Let’s start a conversation by filling out this form and we’ll be in touch soon.

Reach Out Today

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Steadfast
Financial Guidance

What NorthStar Can Do For You

Developing a plan for long term wealth creation and preservation.

Evolving Wealth Management

Fiduciary Commitment