© 2020 — NorthStar Asset Management, LLC.
A large majority of our clients are approaching and entering retirement. Through the years, we have become experienced in dealing with the unique financial transition that all retirees must face.
The portfolio managers of Oakbourne Advisors have spent their entire careers educating and advising clients on practical investment decisions.
Our team establishes, and maintains, employer-sponsored 401(k) plans for companies with fewer than 100 employees. We focus on employee education and service, while assisting plan sponsors with fiduciary responsibilities.