Welcome to Polaris Financial
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

Digital Wealth 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.
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

Workplace+ & SEG+ Benefits
Our consulting team provides strategy and technology solutions to develop, modernize, optimize, and grow your wealth management offerings. 
Our financial wellness programs 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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Credit Union Wealth Group
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Contact
(888) 212-9940
​support@partnerpf.com
Polaris Financial, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.  
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please read our Full Disclosure for important details. 
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Portfolios, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.