Bespoke Fiduciary Advisors provides personalized, goals-based financial planning held to the fiduciary standard — always acting in your best interest.
Who We Are
Formerly Lodestar Wealth, Bespoke Fiduciary Advisors reflects who we are and what we stand for — custom financial planning built around you, delivered under the fiduciary standard.
We work with clients to build goals-based financial plans, allocate and manage their investments, and serve as a trusted partner through every stage of life.
Get in touch →We are legally obligated to act in your best interest at all times.
Every recommendation starts with understanding what matters most to you.
No hidden commissions. Clear, fee-only pricing you can count on.
You work directly with your advisor — not a call center.
What We Do
We start with what you want your life to look like — retirement, education, a home, financial independence — and build a plan to get there. Your goals drive every decision.
We build and manage portfolios aligned with your goals and risk tolerance, using diversified strategies to pursue growth while managing volatility. Custodied at Charles Schwab.
As a registered investment advisor, we are held to the fiduciary standard — legally required to act in your best interest, not driven by commissions or product sales.
Existing Clients
Get In Touch
Whether you're ready to build a plan or just have questions, we're here to help. Reach out and let's talk about what financial planning can do for you.
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