YOUR PROSPERITY
OUR PRIORITY

Intentional. Transparent. Against-the-Grain.

At Northstar Investments, we challenge conventional financial planning to deliver customized, results-driven investment strategies.

ABOUT US

A Legacy of Excellence.

A Vision for the Future.

For over 20 years, Northstar Investments has been a trusted name in wealth management. We specialize in tailored financial strategies designed to protect, grow, and optimize your wealth.

Northstar Investments was founded to challenge traditional investment models and provide high-net-worth individuals, families, and business owners with customized, strategic wealth management.

Our firm was built on the principles of:

Personalized Portfolio Management

Active, customized strategies for growth, income, and risk mitigation.

Comprehensive Wealth Solutions

Covering tax planning, estate strategies, stock options, and alternative investments.

Client-First, Fiduciary Commitment

Every recommendation is made in your best interest—no conflicts, no generic solutions.

MEET THE TEAM

Led by CEO Alex Stoehr, Founder Terry Prillaman, and Portfolio Strategist Drew Thompson, NorthStar combines decades of investment experience with a modern, innovative approach to Wealth Creation.

Executive Leadership Team

Finance Support Division

Terry Prillaman

Founder & Head of Portfolio Management

terry@northstarinvestments.org
(770) 855-8620

Terry has over 40 years of experience guiding clients through complex market cycles and portfolio construction strategies. As Northstar’s founding leader, he continues to shape the firm’s investment philosophy, ensuring that every client receives high-quality, customized portfolio management that prioritizes performance and risk management.

Alex Stoehr

CEO & Lead Advisor

alex@northstarinvestments.org
(678) 492-9297

Alex leads Northstar with a deep background in financial planning, equity trading, and tax-efficient investing. Having worked alongside top advisors, money managers, and investment professionals, Alex is passionate about helping clients navigate market dynamics, investment principles, and wealth-building techniques.

Drew Thompson

Financial Advisor &Portfolio Strategist

drew@northstarinvestments.org
(404) 308-0075

Drew has over a decade of experience at E*TRADE and Morgan Stanley, where he focused on portfolio management, estate planning, and tax strategies. At Northstar, he plays a key role in developing and managing client portfolios to maximize growth, risk efficiency, and wealth preservation.

Northstar Financial Planning Process:

DISCOVERY
We’ll start by reviewing your financial goals and risk tolerance to align your portfolio with your needs. Next, we’ll analyze your current holdings—asset allocation, performance, fees, and tax implications—to identify strengths and opportunities. From there, we’ll discuss any liquidity needs or tax-efficient adjustments, like rebalancing or consolidating accounts. I’ll then share clear recommendations and explain how our services can simplify and optimize your strategy. Finally, we’ll outline next steps, answer your questions, and set a timeline for implementation.
OVERVIEW
ONBOARDING
We’ll start by reviewing your financial goals and risk tolerance to align your portfolio with your needs. Next, we’ll analyze your current holdings—asset allocation, performance, fees, and tax implications—to identify strengths and opportunities. From there, we’ll discuss any liquidity needs or tax-efficient adjustments, like rebalancing or consolidating accounts. I’ll then share clear recommendations and explain how our services can simplify and optimize your strategy. Finally, we’ll outline next steps, answer your questions, and set a timeline for implementation.
ACTION
We’ll start by reviewing your financial goals and risk tolerance to align your portfolio with your needs. Next, we’ll analyze your current holdings—asset allocation, performance, fees, and tax implications—to identify strengths and opportunities. From there, we’ll discuss any liquidity needs or tax-efficient adjustments, like rebalancing or consolidating accounts. I’ll then share clear recommendations and explain how our services can simplify and optimize your strategy. Finally, we’ll outline next steps, answer your questions, and set a timeline for implementation.

OUR SERVICES

A No-Pressure Conversation to See If We're the Right Fit for You

Your Discovery Meeting with Northstar is a no-pressure conversation to discuss your retirement goals, finances, and questions—and to learn how our holistic, in-house approach has served Alpharetta clients for 25+ years. You’ll meet with Lead Advisor Alex Stoehr to explore if we’re the right fit, with zero obligation and actionable insights either way. It’s your chance to get clarity, not a sales pitch—just schedule a time that works for you.

Comprehensive Wealth Solutions for

High-Net-Worth Clients.

Every financial decision impacts your future. At Northstar, we provide strategic, full-service wealth management to ensure your success.

Portfolio Management

Active investment management for performance, risk mitigation, and income generation.

Stock Option Planning

Tax-optimized strategies for ISOs, NSOs, and RSUs.

Retirement &
Rollover Planning

401(k) to IRA rollovers with custom investment strategies.

Tax Optimization
& Estate Planning

Tax-efficient wealth transfer, trust creation, and capital gains minimization.

Alternative Investments & Private Markets

Access to private equity, venture capital, and real estate.

Business Owner Solutions

Succession planning, executive compensation, and business exit strategies.

Intentional Investment Management

No mutual funds or index funds—only custom-built, high-conviction portfolios.
Strategies include hedging, stock concentration, and private market investments.

Client Education & Transparency

We guide clients through market strategies, tax-efficient investing, and risk management.
Our goal is to help clients make informed, confident financial decisions.

Full-Service, Fiduciary Wealth Planning

Every aspect of your financial life—investments, taxes, estate planning, retirement, and alternative investments—is handled in-house.

OUR PHILOSOPHY

Doing Things Differently –
A Smarter Approach to Wealth Management.

At Northstar, we don’t believe in cookie-cutter investment strategies. We craft tailored, personalized portfolios designed to meet the unique financial goals of each client.

Start taking control of your financial future today!

YOUR PROSPERITY OUR PRIORITY