About Us
Financial Guidance That Feels Like a Partnership
About
Let's Skip the Formalities
North Star Wealth Planning opened in 2026, and we work with families across the tri-state area from our home base in Marlton, New Jersey. We started around one straightforward belief. Good financial guidance, given plainly and with nobody else's interests in the room, can change the direction of someone's life.
Why We Look to the North Star
Scott Boyd chose the name for a few reasons. Sailors and travelers once found their way by the North Star, Polaris, the single point overhead that stays put while everything else wheels around it. He wanted the people he works with to have that same kind of fixed point to steer by, a tried and true path toward comfort in retirement and the years that follow.
The name honors two other things close to him. His father-in-law ran an engineering firm called POLARIS, chosen for the very same reason, and this carries that spirit forward. And as someone who has played and coached competitive ice hockey his whole life, Scott could not pass up the tip of the hat to the old Minnesota North Stars.
About
Answering to You and No One Else
We built North Star to stand on its own. No parent company hands us a menu, and no in-house product line waits for us to push it, so we can recommend what fits your life and walk away from what doesn't. As Financial Advisors, we also hold ourselves to the fiduciary standard, which is a plain way of saying the law binds us to put your interests ahead of our own every time we give advice, and we would not run things any other way.
About
The Standard We Hold Ourselves To
We treat the people who come to us the way Scott has always wanted to be treated himself. So we learn your whole situation before we suggest a single thing, we explain our thinking in words that make sense, and we pick up the phone when a question comes up between meetings.
What Makes Us Different
What You Can Expect From Working With Us
We do things a little differently, and we think you'll appreciate why.
Our Mission
Our mission is simple: help people make smarter financial decisions by meeting them where they are. No lectures, no pressure — just practical guidance you can actually use
Our Vision
We want to be the kind of financial team people genuinely look forward to hearing from — the ones they recommend to friends and family without hesitation.
Our Core Values
Honesty, accessibility, and respect for your time drive everything we do. We'll always be upfront with you, keep things simple, and make sure our work together fits into your life — not the other way around.
Meet The Team
The People Behind the Plan
We'd love the chance to introduce ourselves. Get to know the team, how we got here, and why we love the work we do.
Get Started
Let's See If We're a Good Fit
No pressure, no obligations — just a real conversation about where you are and where you'd like to go. We'd love to hear your story.