General Info

Welcome to North Star Wealth Strategies, where our focus is on helping you achieve your financial goals and aspirations. We are a full-service financial services firm that was founded in 2022, and we are proud to continue the legacy of excellence established by John A. Stephens at Stephens Financial Group over the last 34 years. In March 2023, Spencer Bateman will be taking over for John A. Stephens, who will be retiring after a long and successful career in the financial industry.