POLARIS FINANCIAL PARTNERS, LLC
SEC RegisteredAbout the firm
Polaris Financial Partners helps clients achieve lifelong financial success for generations to come by developing customized financial plans and walking clients through a step-by-step process to identify, prioritize, and execute strategies suited to their objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized financial planning, identifying and prioritizing financial goals, developing and executing personalized financial strategies; also offers client events covering market updates and annual holiday parties.
Who they serve
Clients and their families seeking customized financial planning
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 75 | $35M |
| High Net Worth Individuals | 68 | $179M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $2.0M |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of April 8, 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. POLARIS FINANCIAL PARTNERS, 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.