About Northstar Financial Planning, LLC
<p>Built around life-transition planning, Northstar Financial Planning, LLC works with clients facing divorce, widowhood, retirement, and business ownership decisions. The firm is a fee-only, women-owned Registered Investment Advisor based in Windham in southern New Hampshire, serving the Greater Boston–New Hampshire border region.</p> <p>Northstar provides wealth management and financial planning as a fiduciary, and also offers 3(21) support for retirement plans. As of 2026, the firm reports $0.3B in assets under management.</p> <p>Clients typically include individuals and couples with more than $1 million in investable assets. Northstar also coordinates with outside professionals such as attorneys and accountants when a client’s situation calls for it.</p> <p>What sets the firm apart is its focus on guiding clients through major personal and financial transitions while keeping advice fee-only and fiduciary.</p> <ul> <li>Fee-only, women-owned RIA based in Windham, New Hampshire</li> <li>Life-transition planning: divorce, widowhood, retirement, business ownership</li> <li>Wealth management and financial planning</li> <li>3(21) fiduciary services for retirement plans (<a href="/plan-advisors">plan advisors</a>)</li> <li>$0.3B AUM (2026)</li> </ul>
Website: https://northstarfp.com/
Office Locations
- Windham, NH (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $284.6M