Polaris is a nationwide Registered Investment Advisor that focuses on partnering with banks, credit unions, and other financial institutions to provide wealth management solutions. Explore how we can help you.

Your trusted wealth management partner. 

Polaris was founded and is committed to serving as a dedicated wealth management partner to financial institutions.

​We offer a suite of programs and consulting services to help banks, credit unions, fintechs, and financial institutions compete in the wealth management space. Our mission is to empower financial institutions to launch and grow their wealth management business. Contact us to start the conversation. 

Wealth Solutions
A suite of programs and solutions designed to provide your clients, members, or employees with an outstanding experience throughout their financial journey. 

Wealth Management Program

We bring together everything required to provide your institution with a modern financial planning & investment management service. Our turnkey program includes dedicated financial advisors, technology, marketing content, compliance and practice management.

Digital Wealth Program
​

Already have an existing wealth management business? Unlock growth opportunities and increase profitability with our digital wealth platform designed to cultivate small account relationships. 

​

Wealth Technology Consulting

Our consulting team provides strategy and technology solutions to develop, modernize, optimize, and grow your wealth management offerings. 

​
​

Workplace & SEG Benefits

The financial wellness component available as part of our WM program makes it easier for you to attract and retain the talent that drives your business forward. Through our team of experienced advisors and easy-to-use online tools, we help employees prepare for life events, retirement and their health. ​
Subscribe to our news & updates:
Credit Union Wealth Group
Banc Wealth Group
​Polaris Portfolios
Contact
(888) 212-9940
​[email protected]
© 2025 Polaris Financial, LLC.
Advisory services offered through Polaris Financial, LLC. Polaris Financial, LLC is a SEC registered investment advisor. 6 Liberty Square #2663 Boston, MA 02109. All rights reserved. Brokerage services provided to clients of Polaris Financial, LLC by Altruist Financial LLC and/or Interactive Brokers Group, registered broker-dealers and members FINRA/SIPC. Past performance is no guarantee of future results. All securities involve risk and may result in loss. Nothing in this communication should be construed as a solicitation or offer, or recommendation, or advice to buy or sell securities or services. 
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value. 
Polaris Financial has a partnership with banks and credit unions to provide investment advisory services to their customers and members. The banks and credit unions are not investment clients of Polaris Financial but have a revenue sharing relationship that can create a conflict of interest.