Tailored to
Your Goals.
Bespoke Fiduciary Advisors provides personalized, goals-based financial planning held to the fiduciary standard — always acting in your best interest.
Who We Are
A new name.
The same trusted service.
Formerly Lodestar Wealth, Bespoke Fiduciary Advisors reflects who we are and what we stand for — custom financial planning built around you.
Fiduciary Standard
Legally obligated to act in your best interest at all times.
Goals-Based Planning
Every recommendation starts with your goals — not our product shelf.
Transparent Fees
No hidden commissions. Clear, fee-only pricing you can count on.
Personalized Service
You work directly with your advisor — not a call center.
What We Do
Comprehensive Financial Guidance
Goals-Based Financial Planning
We start with what you want your life to look like — retirement, education, a home, financial independence — and build a comprehensive plan to get there. Your goals are the foundation of every decision we make together.
Comprehensive • Ongoing • Proactive
Investment Management
We build and actively manage portfolios aligned with your goals and risk tolerance, using evidence-based, diversified strategies. Assets are held at Charles Schwab — a firm you already know and trust.
Evidence-Based • Diversified • Transparent
Fiduciary Accountability
As a registered investment advisor, we are legally required to act in your best interest at all times. No commissions, no product sales, no conflicts of interest — just advice you can trust.
Legal Standard • No Commissions • Independent
The Process
How It Works
Discovery Call
We start with a free 30-minute conversation to understand your situation, goals, and what you're looking for in an advisor.
Build Your Plan
We develop a comprehensive, goals-based financial plan tailored to your life — covering investments, retirement, taxes, and more.
Ongoing Partnership
We meet regularly to review your plan, adapt to life changes, and ensure you stay on track toward every goal that matters to you.
Existing Clients
Access Your Accounts
Get In Touch
Start the Conversation
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.
Send a Message
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