At Northstar Financial Planners, we have been serving as financial guides to individuals and families since our founding. Based in Plantation, Florida, our Registered Investment Advisory firm provides financial planning and investment management throughout the Fort Lauderdale region.

We believe that you are best served when your financial advice is objective and your fees are transparent. That is why we embrace our role as fee-only, fiduciary financial advisors.

As fee-only financial advisors, we do not sell products and do not accept commissions or referral fees. And as a fiduciary RIA firm, we have a legal responsibility to put your interests ahead of ours. Our responsibility is not limited to certain services or investment accounts, such as retirement plans. It applies to everything we do for you. Always.

We embrace our status as fiduciary, fee-only financial advisors in the Fort Lauderdale region, including Plantation, Florida, because it enables us to serve as your financial advocate. Unburdened by conflicts of interests, we can provide unbiased advice meant only to help you reach your goals.

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Commission-free
advice

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Transparent
fee structure

Fiduciary.png

Fiduciary
responsibility

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Your interests
first

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No third-party
commissions

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No product
sales

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No referral
fees

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No conflicts
of interest

 

Our Services

 

LET'S CHAT.

Let's see how we can help you achieve your financial goals. Use the form below to request a complimentary consultation.

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