Financial Planning Services

NorthStar Portfolio Investments LLC (NPI) provides clients with financial planning services and portfolio management to make financial independence simple. We take your interests and put the best foot forward to align it with ours to create an unstoppable team that's focused on your financial future. When you combine savings & income with compounding power and a diversified portfolio, you get the trinity of financial freedom and that's what we aim for with every client we serve!

When you come to us for financial planning services, we provide you with a complimentary kick-off consultation that will go over your current financial situation and we will provide you with pointers on how we can help. With an in-depth discussion about your goals, risk tolerance, income needs and other requirements, we give you a customized approach to fulfill your needs. On top of that, we have surprisingly low fees because our structure is based on a percentage of assets managed and we like to be as transparent as possible because we are here for you.

Our portfolio management approach is a breath of fresh air because we get "time in the market" instead of timing the marketing. Combining that approach with our in-house macro-themes based fundamental research and you wind up with a strong and customized portfolio. Along with conflict-free advice and our aim to empower and educate our clients, you'll be in good hands at NPI.

Want to learn more about our financial planning services? Contact NorthStar Portfolio Investments by calling (203)343-0880 today!