Our Dedicated Advisors Collaborate With You to Provide Personalized Financial Advice and Investment Management.

All of our clients receive:
  • A relationship with a dedicated advisor.
  • Financial planning services and interactive tools.
  • Professionally managed investment portfolios.
  • Affordable and transparent pricing. We have no minimums and no commissions.
Our advisors are fiduciaries, meaning we provide objective advice and put your interests first. 

Connect With Your Advisor At Your Convenience.

We understand you have a busy schedule. Our advisors make themselves available morning, evenings, and weekends in addition to normal business hours. Easily connect with your advisor by phone, email, or video chat.
Our advisors combine years of experience with the latest innovative technology to design a financial strategy for you.

Life Planning.

We take the time to genuinely understand your goals, values, and concerns. We then develop a dynamic strategy to help you grow your wealth and achieve your financial goals. Your advisor will guide you every step of the way.

Investment Management.

Your advisor works with our investment team to match you with investment portfolios that are appropriate for your life goals, risk tolerance, values, and priorities. Your advisor can also provide guidance on outside investment accounts, such as your 401(k).

Affordable Pricing. No Commissions. 
​​No Hidden Fees.

The annual cost for our services is a simple percentage of the assets we manage for you per year. There are no commissions, trade, transaction, or rebalancing fees paid by the client.
One wrap fee ​
per year
No account minimum.

The Polaris Commitment.

Our mission is to provide our clients with objective advice and professional investment management, regardless of their level of wealth. Our advisors work in the best interest of our clients and adhere to our guiding principles. 
Take control of your ​financial journey.
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© 2024 Polaris Financial, LLC.
Polaris Portfolios, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.  Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value. 
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please read our Full Disclosure for important details. The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Portfolios, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.
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