Seattle, WA
1201 Third Avenue, Suite 2200
(206) 555-0188
✓ Verified FirmNorthstar Wealth Advisory
Northstar Wealth Advisory helps Seattle families, professionals, and business owners make thoughtful decisions about investing, retirement, tax-aware planning, and long-term financial independence.
Built to make the firm’s expertise, people, and proof easy to trust.
- •Clear, personalized guidance for complex financial decisions
- •Investment and retirement planning grounded in your goals
- •Tax-aware strategies for families and business owners
- •A steady, long-term perspective with personal attention
4.9
Based on 78 public reviews
31
Years in business
1-5
Associated members
About the firm
Firm at a glance
At Northstar Wealth Advisory, we believe financial advice should bring clarity to complex decisions and confidence to the years ahead. We work with families, professionals, and business owners across Seattle to connect day-to-day choices with long-term goals. Our approach is thoughtful, disciplined, and personal. We begin by understanding what matters most to you, then build a practical plan around investing, retirement, tax-aware planning, and financial independence. As your circumstances evolve, we stay close to the details and help you make informed decisions with a steady perspective. We help clients make sense of the decisions that shape both today and the years ahead. That may mean creating an investment strategy, preparing for retirement, coordinating a major liquidity event, or bringing greater structure to the financial life of a business-owning family. In every engagement, we focus on practical next steps and clear communication rather than unnecessary complexity. Our relationship with each client is built to be steady and collaborative. We take time to explain the reasoning behind recommendations, revisit the plan as circumstances change, and help you move forward with confidence. The goal is not simply to manage assets, but to help you make informed choices that support the people, work, and priorities that matter most.
Specialties
Serving
Capabilities
Services from Northstar Wealth Advisory
Investment Management
Personalized portfolio construction, ongoing monitoring, and disciplined investment management aligned with each client’s goals, timeline, and risk tolerance.
Retirement Planning
A coordinated retirement strategy covering savings, income needs, Social Security, tax considerations, and long-term lifestyle goals.
Financial Planning
A practical financial roadmap connecting cash flow, investments, insurance, taxes, and major life decisions.
Estate Planning Coordination
Guidance to help families organize estate documents, beneficiary designations, charitable goals, and wealth-transfer priorities alongside their legal and tax advisors.
Tax-Aware Planning
Strategies designed to improve after-tax outcomes through thoughtful account selection, withdrawals, charitable giving, and investment decisions.
Business Owner Planning
Integrated planning for business owners, including liquidity events, succession considerations, retirement planning, and coordination of personal and business finances.
Trust
Reviews and testimonials
“A steady partner for every season”
“Northstar helped us bring several competing priorities into one clear plan. We feel more organized, more confident, and better prepared for the years ahead.”
Morgan Ellis
Seattle business owner
“A plan that finally felt understandable”
“The Northstar team made a complicated transition feel manageable. Every recommendation was explained clearly and connected back to our priorities.”
Jordan Lee
Seattle technology executive
“Thoughtful advice with a human touch”
“We never felt rushed or talked over. Northstar gave us a disciplined process, useful context, and a plan we can actually follow.”
Avery Martinez
Seattle physician
“Confidence through every decision”
“Northstar brought structure to decisions we had been postponing. Their calm, practical guidance helped our family move forward with confidence.”
Taylor Brooks
Seattle small-business owner
“A calm process for a changing future”
“The process gave us a clearer picture of where we stand and what to do next. We appreciated the steady communication and practical guidance.”
Casey Nguyen
Seattle family
Leadership
The people leading the firm
Maya Chen
Managing Partner & Chief Investment Strategist
Maya leads Northstar’s investment philosophy and long-term planning practice. She helps families, founders, and executives turn complex financial decisions into clear, disciplined plans built around purpose, resilience, and lasting growth.
LinkedInDaniel Brooks
Partner, Wealth Planning
Daniel coordinates comprehensive wealth plans across investments, retirement, tax-aware strategies, and legacy goals. Clients value his calm, practical guidance and ability to connect today’s decisions to tomorrow’s opportunities.
LinkedInSofia Ramirez
Director of Private Client Advisory
Sofia serves multigenerational families and entrepreneurs with thoughtful advice, responsive communication, and careful attention to detail. Her work helps clients protect what they’ve built while preparing confidently for what comes next.
LinkedInJonathan Reed
Head of Business Owner & Executive Solutions
Jonathan works with business owners and senior executives on liquidity planning, equity decisions, succession, and personal wealth strategy. He brings a collaborative, scenario-driven approach to high-stakes transitions.
LinkedInPeople
Firm Roster
Meet the members of Northstar Wealth Advisory who have connected their FinTechful profiles to the firm.
Demo roster preview — member profiles will be added as the team joins the firm.
Team member 01
Managing Partner
Team member 02
Chief Investment Officer
Team member 03
Senior Wealth Advisor
Team member 04
Wealth Advisor
Team member 05
Financial Planner
Team member 06
Retirement Planning Specialist
Team member 07
Portfolio Strategist
Team member 08
Tax Planning Specialist
Team member 09
Client Relationship Manager
Team member 10
Operations Director
Team member 11
Research Analyst
Team member 12
Client Service Associate
Media
Learn more about the firm
video
Understanding the Economic Machine
A clear visual introduction to the forces that shape markets, cycles, and long-term financial decisions.
From the firm
Articles and updates
financial strategyA Clearer Path to Long-Term Financial Independence
A practical framework for turning competing financial priorities into a clear, adaptable plan for the years ahead.
Questions
Frequently asked questions
What does Northstar Wealth Advisory help clients with?
We help families, professionals, and business owners make informed decisions about investing, retirement, tax-aware planning, and long-term financial independence.
How does your planning process work?
We start with a conversation about your priorities, clarify the decisions ahead, and build a practical plan that can adapt as your life and goals change.
Who is Northstar a good fit for?
Northstar is a fit for Seattle-area clients who value clear communication, thoughtful planning, and a steady long-term relationship with their advisor.