Our Team

Our mission is to provide superior customer service, detailed financial planning and tactical investment management to our diverse client base throughout the United States.

We believe that better knowledge leads to better financial outcomes for our clients. All of our advice is aligned with our clients’ best interests at heart. We believe in being clinical in our portfolio strategies. We monitor global markets to provide insight and advice to our clients to help them accomplish their long-term financial goals.

Our mission is to provide superior customer service, detailed financial planning and tactical investment management to our diverse client base throughout the United States.

There's strength in numbers, which is why Polaris Wealth Advisory Group uses a team-based approach.

Todd Peters, CFA Wealth Advisor

Todd got his start in the financial services industry in 1982. He joined Polaris’ parent company, Adviser, in 2011. Prior to that, Todd spent six years as a registered representative for Fidelity and four years as a compliance specialist with Financial Services Corporation. He has been honored twice in Boston magazine as a Five Star Wealth Manager.

Todd holds a B.A. in finance from the University of Toledo as well as the Chartered Financial Analyst® (CFA®) designation, and he is a member of the CFA Institute and the Boston Security Analysts Society (BSAS).

^{*For information on the industry award referenced on this page, please click here.}

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