Direction
Needs Guidance

Your vision is the goal; we’ll be your trusted guide to reach it.
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Our Mission

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.

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:

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Long-Term Wealth Creation and Preservation

We prioritize long-term wealth growth through a collaborative process. By understanding your goals and risk tolerance, we develop a customized strategy for each household.
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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.

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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.

NorthStar Team

Why Us

Why we help you organize your wealth plan 99 Decades of experience has lead us to believe a common thread runs through most family investment scenarios. Planning for wealth accumulation, income in retirement,

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 - North Star Financial

Jon Anas

Sr. Financial Advisor, Owner/Partner

Jay Stibbe - North Star Financial

Jay Stibbe

Sr. Financial Advisor, Owner/Partner

Chad Zimmerman - North Star Financial

Chad Zimmerman

Sr. Financial Advisor, Owner/Partner

Devon Kelly - North Star Financial

Devon Kelly

Associate Financial Advisor

Jackie Wood - North Star Financial

Jackie Wood

Branch Operations Manager

Resources

Employee Financial Education: Why You Should Start Today

What Can a Financial Advisor Do for You?

Ways to Reduce Your Tax Liability

Financial Tips for Female Breadwinners

Employee Financial Education: Why You Should Start Today

What Can a Financial Advisor Do for You?

Ways to Reduce Your Tax Liability

Financial Tips for Female Breadwinners

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