JW Harrison Financial Advisors, now known as Lodestar, is an independent, fee-only firm based in Walnut Creek, CA. Their comprehensive financial advice is individually tailored to meet the specific needs of each client. As an independent firm, they offer unbiased financial planning and wealth management services in the Bay Area.

Unlike many other firms, they are solely compensated by their clients, not by investment funds, products, companies, or other professionals they work with. JW Harrison stands out from the rest by providing personalized and honest financial planning from experts who genuinely focus on understanding and helping their clients. Whether you're an entrepreneur in Silicon Valley, a C-Suite executive, or a semi-retiree, their team of professionals can guide you through the financial planning landscape towards your goals.

They take a holistic approach, encompassing not only asset management but also broader financial and tax planning. Complex problems are not a challenge for them; in fact, they thrive on solving them. Trust JW Harrison to deliver exceptional financial advice and management tailored to your unique needs