LODESTAR ADVISORY GROUP

As an independent, "fee-only", privately owned firm, we have the freedom to provide you with unbiased advice and access to the best research, investments and planning services, regardless of source. We have no allegiance whatsoever to any third party including insurance companies, mutual fund companies or other entities. We choose to work in a fiduciary capacity. As fiduciaries, we put your interests first, always... NAPFA-Registered Financial Advisors serve consumers. We are financial advisors who are highly competent and have met more than a de minimis certification standard, offer holistic service, and operate on an objective fee-only basis. That means we do not sell financial products on commission. We are unbiased, without the potential for conflicts of interest. Our only purpose is to look out for our clients' overall financial well-being... Unlike many advisors, we never accept sales charges or commissions of any kind; instead, our clients pay us a very reasonable fee.

Also known as: LodeStar Advisory Group LLC

Primary location: Naples United States