LodeStar Advisory Group, LLC
Founder & Chief Investment Officer
LodeStar Advisory Group, LLC
Founder & Chief Investment Officer
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - George Kiraly, CFP®, MBA
Fee-Only financial planner located in Naples, FL and Scottsdale, AZ, serving clients locally and across the country
George Kiraly is a Naples, FL and Scottsdale, AZ fee-only financial planner. LodeStar Advisory Group, LLC provides comprehensive wealth management, investment management, and tax minimization strategies to help individuals, families and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, George Kiraly is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
George Kiraly is a Certified Financial Planner® and member of the National Association of Personal Financial Advisors (NAPFA). As a "fee-only" wealth manager, he offers independent, objective and unbiased advice. He does not sell products. George is known for several prescient market calls over the years and successfully navigating his clients through turbulent market events, including the Financial Crisis of 2008.
Besides selecting and managing investments, George has analyzed portfolios and manager performance; helped clients through job changes and salary negotiations; evaluated the pluses and minuses of insurance companies and their policies, and suggested alternatives; built solid retirement plans for clients; offered advice on assets held elsewhere, on whose advice he earned no fees; advised on real estate acquisitions and business plans; helped clients make wise social security benefit decisions; provided clients with tax minimization and estate planning strategies; advised clients to prioritize their own businesses or pay down debt rather than invest with him and even helped clients through family financial crises.
Whether George is working with business owners, families or individuals, all of his clients have one thing in common: the desire to pursue their goals and dreams and have an experienced professional help them to make smart financial decisions. George offers wise counsel as your personal financial advocate and confidant.
In his spare time, George engages in the odyssey that is fly-fishing, for trout. His father introduced him to the sport as a child and he still goes out each Spring with a fascination for what is a difficult, complex and demanding endeavor. George is also an avid golfer and exercise enthusiast. He has run in many 5K and 10K charitable races, even competing in and completing, a triathlon event.
George Kiraly is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
LodeStar Advisory Group, LLC.® is a Wealth Management firm committed to helping individuals and business owners achieve their long-term financial goals using a comprehensive, planning-based approach.
We serve as fiduciaries and always put your best interest first. Our "open platform" allows access to the entire universe of investment solutions, objectively, with no biases whatsoever.
Providing "Fee-Only" advisory services is our only business. When you choose LodeStar Advisory Group, LLC.®, you understand the importance of the independence that "Fee-Only" planning provides.
"We don't sell anything. We receive no comissions as a result of the implementation of our planning and/or investment recommendations. Other companies always seem to have a product they're peddling, which almost always, is not in an investor's best interests." - George Kiraly Jr., CFP®
What Makes Us Different
We do more than just create financial plans or invest your assets, we help you make better financial decisions. When you have questions related to insurance needs, saving, buying a home, investing, retirement, or any other financial questions, you can call us. We'll serve as your sounding board to help you make smart financial decisions. That's what makes LodeStar® different. It's like having your own personal financial helpline.
We want to be there for you every step of the way to help you navigate the often complex life changes that will affect your financial future.
Experience The Difference
When you work with LodeStar®, you will experience the difference it makes in having a knowledgeable Advisor who is truly your financial partner. At LodeStar®, we are here to explore your dreams, discover your values and enhance/preserve your wealth through risk-controlled investment management.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
George Kiraly is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
George Kiraly is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
George Kiraly is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
George Kiraly and LodeStar Advisory Group In The News
George Kiraly is Quoted on Money: "Why Target-Date Funds Might Not Be the Best Retirement Planning Option for You"
George Kiraly is Quoted on CNBC: "‘Don’t immediately reach for your checkbook.’ Here’s what to do when relatives ask you for money"
George Kiraly is Quoted on NBC News: "Why investors don't need to worry about a potential Trump impeachment"
George Kiraly is Quoted on NJ.com: "How Long Should I Keep Paperwork From My Deceased Relatives?"
George Kiraly is Quoted on Lehighvalleylive.com: "Can I Skip My Retirement Distribution Because of the Coronavirus?"
George Kiraly is Featured on Seeking Alpha
George Kiraly is a Paladin Registry Five Star Financial Advisor
Contact George Kiraly
999 Vanderbilt Beach Road
Naples, FL 34135
7047 E. Greenway Parkway
Scottsdale, AZ 85254