MISSION. VISION. VALUES.

A MESSAGE FROM OUR PRINCIPALS

 

 

MISSION

Our mission is to provide a financial oasis for investors seeking:

  • investments and fees that are completely transparent;
  • to work with a trusted advisor whom they can share all of their hopes and dreams; and
  • to work with a firm they can trust to delegate the responsibilities needed to help them accomplish their long-term financial goals.

We believe that proper communication is the cornerstone to any good relationship. This begins by listening to our clients. We are committed to understanding each of our client’s individual needs and to creating a realistic plan to help accomplish their long-term goals. We are committed to communicating the complexities of the financial industry in easy-to-understand terms and to keeping our clients informed about the markets and their portfolio throughout the year.

We are relentless in our effort to understand the markets, their inherent risks, and to managing our portfolio strategies responsibly based upon this knowledge. It is our job to navigate these complexities in order to help our clients safely reach their long-term financial goals.

 

 

 

VISION

 

GLOBAL PERSPECTIVE

You need a firm that understands what’s going on in the world and how it affects your financial objectives.

 

NATIONAL PRESENCE

With offices in some of the nation’s largest metropolitan areas, we’re there for you when you need us.

 

PERSONAL GUIDANCE

We provide the personal attention of a boutique firm with the comprehensive resources of a large firm.

 

 

VALUES

 

OBJECTIVITY

We are fiduciary, and advise carefully in order to act in your best interest.

We actually work for you.

 

TRANSPARENCY

We are a fee-only federally registered investment adviser.

Our interests = your interests.

 

LONG-TERM PLANNING

We create wealth management plans that go beyond your needs today.

We can't know what will happen tomorrow, but we like to be prepared for what might.

Jeffrey Powell

JEFFREY POWELL

Founder & Managing Partner,
Polaris Greystone Financial Group

Jeff's Bio »

Todd Moss

TODD MOSS, CFP®

Co-Founder & Senior Partner,
Polaris Greystone Financial Group

Todd's Bio »

HISTORY OF OUR FIRM

Behind every great name is a great story.

 

  1. Jeffrey Powell founds Polaris Equity Management, Inc.
     

  2. Polaris Equity Management increases to $100 million in assets under management
     

  3. Polaris Wealth Advisers, LLC is formed
     

  4. Polaris Wealth Advisers opens an office in Houston, TX
     

  5. Polaris Wealth Advisers opens an office in Irvine, CA
     

  6. Polaris Wealth Advisers named to the Financial Times 300 Top Registered Investment Advisers

    Polaris Wealth Advisers moves its offices from San Francisco to San Rafael, CA

    Polaris Wealth Advisers surpasses $500 million in assets under management

     

  7. Polaris Wealth Advisers, LLC and Greystone Financial Group, Inc. combine efforts and begin operating as Polaris Greystone Financial Group, LLC

    Polaris Greystone Financial Group named 4th fastest growing RIA firm with more than $200 million in assets under management in the United States by Financial Advisor Magazine

    Polaris Greystone Financial Group reaches approximately $1 billion in assets under management
     

WHAT WOULD YOU LIKE TO KNOW ABOUT?

 

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