Northstar Financial Management
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Northstar Financial Management — overview
Assets Under Management
Type
Wealth Manager
Location
Moscow, ID, US
Alternative Asset Classes
-
About
Northstar Financial Management was a US-based wealth manager and registered investment adviser. It provided investment advisory services to its clients on both a discretionary and non-discretionary basis. The services it offered included investment management, financial planning, estate planning, college planning, retirement planning, tax planning, philanthropic management, cash flow & debt management, insurance planning, risk management, and portfolio management. The wealth manager advised individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities.
In Q2 2025, Northstar Financial Management was acquired by Compound Planning.
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