KELLEHER FINANCIAL ADVISORS, LLC
SEC RegisteredMade in Maine. Trusted Globally.
About the firm
Starboard Advisors is a division of Kelleher Financial Advisors, founded in 2017, that provides customized and objective investment management, estate, trust, and wealth planning services tailored to high-net-worth families. The firm operates as a dedicated family office offering a single point of accountability for the stewardship of clients' financial lives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial life planning, investment management, family office services, education and family governance, charitable services, and trust services, including private trustee services, succession planning, foundation management, net worth reporting, and bill paying assistance.
Who they serve
High-net-worth families, including those with significant wealth seeking multi-generational wealth management and family office services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 108 | $29M |
| High Net Worth Individuals | 171 | $1.1B |
| Charitable Organizations | 1 | $5.6M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of April 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KELLEHER FINANCIAL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.