All Star Financial

Devoted to your success and well being.

All Star Financial began in 1990 under the leadership of company President Bob Klefsaas. The firm was one of the pioneers in using a “no commissions, fee-only” approach to investment management. That means All Star does not take payments from investment companies or other financial services firms as an incentive to recommend their products. As a no commission, fee-only adviser, we answer only to you and your financial wealth and well-being. It represents the most objective financial advice that is available today.

In 1990, we were one of only five percent of the professionals that worked as no commission, fee-only advisers. Because of our approach, we have distinguished ourselves today by growing to approximately $1.7 billion in discretionary and non-discretionary assets under management.

How We Work With You

We are not trying to become the next mass-market investment management firm. Our preference, like your community bank, is to provide personal service to a select group of clients. We work with individuals and families that are busy, ambitious and successful. They have high expectations and expect us to deliver on them.

Our experienced guidance isn’t just about helping you reach your most important financial goals—it’s about helping you invest confidently and obtain the peace-of-mind about the financial future that you deserve, with the knowledge that “it’s not how much you make, it’s how much you keep.” We do this by focusing on playing defense and providing downside protection.

Meet Our Team

We are veterans of the industry who know how to work with clients across all walks of life, no matter how simple or complex their financial needs may be.

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Our Difference

Not every investment adviser acts in the best interest of his or her clients. SEC regulated, All Star Financial is held to a fiduciary standard compared to a broker’s product standard.

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Philosophy

Find out why we believe our role is to help you build and retain wealth by capitalizing on investment opportunities while minimizing risk.

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