ABOUT US

Our mission at Northstar is to value and protect, above all things, the trust that our clients have placed in us. We do this by acting with integrity, always being accountable for our actions, and consistently applying and expanding our expertise. Our team of professionals has been dedicated to this mission since our founding in 1996.

Everything we do, from financial planning to investment management, is driven by our client’s needs. Helping them to define their most important goals is our main focus.

Our clients often have complex financial lives that require an experienced hand for guidance and execution. They place trust in our entire team because we work as one unit, with the capability to service and support the financial concerns of a variety of clients.

Professionals, executives, and business owners use our services to organize and monitor their financial lives. Our experience with pensions and governmental plans helps us provide planning services to both active and retired military members. And our level of expertise allows us to guide the financial decision making for trusts, qualified plans, and nonprofits.

If this is the kind of relationship you desire to have with your financial advisor, contact us today so we can start working together to achieve your dreams.

Steven B. Girard
Principal / President

Steven is the president and principal of Northstar Financial Companies, Inc. His long-term approach to financial planning and investing has helped numerous clients achieve their goal of a life lived well. As the leader of our firm, Steven is responsible for developing the planning strategies used by our clients as well as our firm’s overall philosophy and guiding initiatives.

Before founding Northstar in 1996, Steven earned a bachelor’s degree in English from the University of New Hampshire and began his financial services career at MetLife. Wishing to provide his clients with independent thinking and personalized strategies, Steven decided to create his own firm focused on delivering tailored financial services in an ethical manner.

Steven currently holds FINRA Series 6, 7, 24, 63, and 65 licenses along with health and life insurance licenses. He is currently studying and fulfilling requirements for the rigorous Certified Financial Planner certification.

Julia Randall
Financial Planner

Julia is a financial planner with Northstar and provides clients with day-to-day support, enabling them to maintain and modify their plans as situations dictate. A detail-oriented individual, she guides clients through a high level of active communication. Julia believes that consistent monitoring and making timely adjustments is an important part of a successful plan.

Julia earned a bachelor’s degree in communication and English from Temple University. A 17-year veteran of the financial industry, she brings both management experience and hands-on advising knowledge to the Northstar team. She often coordinates with attorneys on complex estate plans and gifting strategies for high level executives. Her goal is to help bring clients confidence and a greater understanding of the financial system.

Julia is an investment advisor representative of Northstar and is currently pursuing her certified financial plannerTM certification. She holds FINRA Series 7, 24, and 66 licenses.

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The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Northstar Financial Companies, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available