Direction
Needs Guidance

Our Mission
Emotional wealth prioritizes the human element.
When it comes to being organized and coordinated within the family tree, it means actively engaging all family members, regardless of generational differences, in managing family assets. This approach fosters:

Long-Term Wealth Creation and Preservation

Evolving Wealth Management
We recognize wealth management as an evolving journey. Our team at NorthStar Financial Group continuously adapts to your evolving needs, providing tailored solutions designed to keep your financial goals always within reach.

Fiduciary Commitment
As fiduciary asset managers, we act in your best interest, carefully selecting and adjusting assets with the aim of optimizing your financial outcomes. We take this role seriously and work to earn your trust daily.

Why Us
Fiduciary Asset Manager
A fiduciary duty means we are legally bound to act for the sole benefit and interest of our clients. when managing their assets.
Flexible Pricing
As fiduciary asset managers, we base our pricing on what best serves our client’s interests.
Meet the professionals
Unqualified references of Expert are difficult to substantiate to regulators.

Jon Anas
Sr. Financial Advisor, Owner/Partner

Jay Stibbe
Sr. Financial Advisor, Owner/Partner

Chad Zimmerman
Sr. Financial Advisor, Owner/Partner

Devon Kelly
Associate Financial Advisor

Jackie Wood
Branch Operations Manager