LodeStar Advisory Group, LLC
Fee-Only financial planner located in Short Hills, NJ, serving clients locally and across the country
George is the founder and president of LodeStar Advisory Group, LLC., a Registered Investment Adviser, based in Short Hills, New Jersey.
George is a graduate of Fairleigh Dickinson University and holds an MBA in Finance. He received his CFP certification in 1995 from the CFP Board of Standards located in Denver, Colorado. Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP certification process that includes demanding education, examination, experience and ethical requirements. George was admitted to the National Association of Personal Financial Advisors (NAPFA) in 2012. NAPFA's membership standards exceed those of any other financial industry association. A NAPFA-Registered Financial Advisor must submit a written comprehensive financial plan for peer review and complete 60 hours of continuing education in six subject areas every two years. His/her government-mandated disclosure document (Form ADV) must be reviewed annually. Additionally, a NAPFA-Registered Financial Advisor must sign and abide by the NAPFA Fiduciary Oath, a commitment to working solely in the clients interest at all times. George was admitted into the Paladin Registry in 2007 and was awarded Paladin's highest quality rating of Five Stars. He is also an active member of the Financial Planning Association.
George is an independent, “Fee-Only” financial advisor who does not sell products. He will not under any circumstances receive commissions, rebates, awards, finder’s fees, bonuses or other forms of compensation from others as a result of the implementation of his planning and investment recommendations. George is an Ed Slott-trained IRA specialist. Ed Slott is a CPA who the Wall Street Journal named as “the best source of advice for questions about IRAs.” George received his training directly from Ed Slott, the national “IRA Guru”. George has been interviewed and quoted by The Wall Street Journal, SmartMoney, The New York Times, Kiplinger's, Reuters, CNBC, Dow Jones Newswires and other news organizations. His unique training and education provide a strong base from which to deliver the professional insights and service that his clients have come to expect. He helps clients grow and protect their assets, increase income and reduce taxes. As a “Fee-Only” financial advisor, George has crafted customized solutions for hundreds of retirees and pre-retirees throughout the nation.
George Kiraly is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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 the country’s 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.
Contact George Kiraly
51 JFK Parkway
First Floor West
Short Hills, NJ 07078