Northstar Wealth Management, Inc.

Northstar Wealth Management, Inc. (CRD# 137062) is a financial advisory firm headquartered in Columbia, MD. They manage $29,897,377 in 150 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8600 Snowden River Parkway, Suite 208, Columbia, MD 21045
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $199,316
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Northstar Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Mary Firestone, financial advisor Elkridge MD
Mary L. Firestone
CRD#: 1275173
5820 Washington Blvd, Suite A, Elkridge, MD 21075

Mary Firestone (CRD# 1275173) is an Investment Advisor Representative working at Northstar Wealth Management, Inc. in Elkridge, MD and has over 37 years of experience in the finance industry. Mary Firestone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jean-elizabeth Hubbard, financial advisor Columbia MD
Jean-elizabeth N. Hubbard
CRD#: 4065129
8600 Snowden River Parkway, Suite 208, Columbia, MD 21045

Jean-elizabeth Hubbard (CRD# 4065129) is an Investment Advisor Representative working at Northstar Wealth Management, Inc. in Columbia, MD and has over 18 years of experience in the finance industry. Jean-elizabeth Hubbard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Charles Nemphos, financial advisor Elkridge MD
Charles J. Nemphos
CRD#: 1712985
5820 Washington Blvd, Suite A, Elkridge, MD 21075

Charles Nemphos (CRD# 1712985) is an Investment Advisor Representative working at Northstar Wealth Management, Inc. in Elkridge, MD and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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