Consulting Services


North Star Wealth Advisors is a financial consulting and investment management firm that believes in the power of financial planning and consulting, before providing financial and investment advice.

To achieve this objective, we've developed our PERSONAL FINANCIAL ADVOCATE program as a next generation financial consulting service.

This program is a fee for service program and does not require the client to utilize our investment services or requires the client to buy any investment products.

It is designed to:

  • Simplify your life
  • Offer year-round financial consulting services.
  • Have an advocate in the financial marketplace that will provide unbiased advice and direction based on your unique situation. 
  • Through the use of technology bring all your resources together, that normally work independently, to work together as one interdependent unit.
  • Proactively monitor your progress by having 24/7 access to your plan and accounts via a computer or tablet from anywhere there is an internet connection.
  • Move beyond a life of the “Status Quo” onto the one that you envision.  Through our process, we will help you identify, clarify and prioritize your life goals and establish a plan of action to achieve them.

Click here to view our Advocate Video

To find out more about how you might benefit from having a Personal Financial Advocate, contact us to schedule a no-obligation consultation.

Email Us or Call Us at 813-793-7048