Welcome to Polaris Financial
We are 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.
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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.
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Wealth Solutions
A suite of programs and solutions designed to provide your clients, members, or employees with an outstanding experience throughout their financial journey.
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Wealth Management Program |
Small Account Program |
We bring together everything that is required to provide your institution with a modern financial planning and investment management service. Our turnkey solution includes a dedicated financial advisor, technology, marketing content, compliance and practice management.
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Already have an existing wealth management business? Unlock growth opportunities and increase profitability with our digital wealth platform designed to cultivate small account relationships.
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Wealth Technology Consulting |
Financial Wellness for Business |
Our team of consultants provide strategy and technology solutions to modernize, optimize, and grow your wealth management offerings.
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Our financial wellness solution 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 your employees prepare for life events, retirement and their health.
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