Northstar Wealth Management, Inc.

Northstar Wealth Management, Inc. (CRD# 137062) is a financial advisory firm headquartered in Columbia, MD. They manage $18,968,822 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $512,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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 L. Firestone
CRD#: 1275173
5820 Washington Blvd, Suite A, Elkridge, MD 21075
96
Wealthminder
score

Mary Firestone (CRD# 1275173) 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. 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 N. Hubbard
CRD#: 4065129
8600 Snowden River Parkway, Suite 208, Columbia, MD 21045
96
Wealthminder
score

Jean-elizabeth Hubbard (CRD# 4065129) is an Investment Advisor Representative working at Northstar Wealth Management, Inc. in Columbia, MD and has over 13 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 J. Nemphos
CRD#: 1712985
5820 Washington Blvd, Suite A, Elkridge, MD 21075
93
Wealthminder
score

Charles Nemphos (CRD# 1712985) is an Investment Advisor Representative working at Northstar Wealth Management, Inc. in Elkridge, MD and has over 29 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.