NorthStar Advisory Group is an independent financial advisory firm that helps individuals and families align their wealth with their goals and values. Its fiduciary advisors are legally and ethically committed to putting clients’ interests first, offering guidance designed to be transparent, personalized, and free from conflicts of interest. The firm draws on experience in investment management, private banking, and financial planning, and manages portfolios in-house.

Its services include comprehensive financial planning for areas such as retirement readiness, tax strategy, and estate planning; investment management using research-driven portfolios of individual stocks, exchange-traded funds, and bonds; and a family office service model that coordinates clients’ financial accounts, advisors, and family generations. NorthStar emphasizes understanding each client’s circumstances, responsive service, and long-term trusted relationships.

The firm reports more than $400 million in assets under management, over 300 client families, and more than 30 years of experience. Registered to serve clients in more than 24 states, it has offices in New Hope, Pennsylvania; Northfield, New Jersey; and Tampa, Florida.