George Kiraly

CFP®, MBA

LodeStar Advisory Group, LLC

Founder & Chief Investment Officer

George Kiraly

CFP®, MBA

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, Short Hills, NJ 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; advised clients to prioritize their own businesses or pay down debt rather than invest with him and helped clients through family financial crises, even advising on tax and estate planning issues.

​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.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact George Kiraly

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Office Locations:

  • 999 Vanderbilt Beach Road
    Suite 200
    Naples, FL 34135
  • 7047 E. Greenway Parkway
    Suite 250
    Scottsdale, AZ 85254
  • 51 JFK Parkway
    First Floor West
    Short Hills, NJ 07078

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