The Lodestar Mission

  • To provide the highest quality financial advice personally tailored to our clients' individual circumstances and attitudes.

  • To understand our clients, and their families as completely and deeply as they will allow.

  • To use that understanding to formulate a comprehensive solution for our clients, utilizing a network of experienced, capable advisors to help implement those solutions.

  • To continually explore new and better financial strategies and investment products that will better serve our clients' financial objectives.

  • To service our clients expeditiously at every opportunity with respect, honesty and a sense of caring toward the goal of improving their quality of life.

  • To build a team of high quality employees and to support them in compensation, training and direction so they may achieve their highest professional goals.