Northstar Financial Planning Employee Directory
Financial ServicesNew Hampshire, United States11-50 Employees
Northstar Financial Planning is a fee-only wealth management and financial life planning firm that operates as an independent Registered Investment Advisor. Based in Windham, New Hampshire, the firm provides comprehensive strategic planning aimed at aligning clients’ finances with their personal goals and values. It emphasizes financial transition planning, helping clients navigate major life events such as the loss of a spouse, divorce, retirement, inheritance, business sales, and financial windfalls in a supportive environment. While the practice has a focus on women in transition related to spouse death or divorce, it also serves individuals experiencing other life-changing events, including retirement, changes in employment, and business succession, who face significant financial decisions during delicate times. Operating in the financial services sector as an independent fiduciary, the firm aims to promote financial well-being while honoring clients’ broader life objectives. In January 2025, Charles Schwab & Co acquired Northstarfp, with TD Ameritrade accounts moved as part of the integration.
1-888-653-2347 
support@leadiq.com 
