At Northstar, we provide what we believe are the most important qualities of a financial advisor:
Trust, Competence, Service
Our Services
Financial Planning
Financial planning is the process of examining an individuals financial position to determine what steps should be taken to meet one’s goals.
Value Investing
The value investing approach was developed by Benjamin Graham in the 1920s and 1930s. The value in value investing is to provide a coherent system for rational decision making.
Tax Advisory
With years of experience in tax planning, we are able to help you to find the best strategies for managing your tax liabilites based on current tax laws.
About Us
Northstar Financial Advisors, Inc., is a fee-based registered* investment advisory and financial planning firm serving both institutional and individual clients. By combining investment advisory and financial planning services we are able to coordinate and oversee the entire financial picture. We use a diversified cautious approach. As a fee-based only investment advisor, we derive no compensation from the sale of products and earn no commissions.
As a result we have no bias and thus provide totally independent investment and financial planning advice. As principal of the firm, Richard Berse’s background as a CPA Financial Planner, with over twenty years experience, gives Northstar a broad base of financial experience including extensive knowledge of taxes, financial reporting, estates, and trusts. Very few investment advisors have these qualifications.
We believe the combination of customized planning and cautious investing will provide our clients with a solid financial foundation to help reach their financial goals.
*Registration with the SEC is not an endorsement by the SEC and does not imply a certain level of skill, ability, or training.
Contact Us
northstar@nfai.com
973-896-6666
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