Welcome to the FourStar Advisor Hub
Your All-in-One Financial Companion — Anytime, Anywhere
Quick access to tools, platforms, planning resources, and investment strategies trusted by advisors across the nation.
95 %
Client Satisfaction
20
Years of Experience
35 %
Revenue Growth
11+
Custodian Platforms
Our Story
Empowering Advisors. Elevating Outcomes.
At Four Star Wealth Advisors LLC, our mission is to help financial advisors serve their clients with clarity, confidence, and excellence. With over two decades of experience in wealth management, we've built this internal Advisor Hub to centralize the platforms, tools, and strategies that power our success.
This isn’t just a website — it’s a growing knowledge base, a tech assistant, and a strategic partner built for the way advisors work today.
We believe when advisors are equipped with the right resources, they can focus more on what matters most — delivering value to their clients.
What You Can Do Inside the Hub
From onboarding to investment strategy, get exactly what you need — fast.
Planning Tools
Quick links to financial planning platforms like eMoney & Holistiplan.
Investment Applications
Get details on tools like Envestnet, StoneCastle, and more.
Platform Overviews
Understand how Orion, HubSpot, and RedTail support your work.
Review Trading Services
Access performance tools and structured notes summaries.
Marketing Calendar
Stay aligned with firm-wide campaigns & timely opportunities.
Smart Search & Filters
Find any tool or topic in seconds — organized by category.
What Advisors Are Saying
This internal portal changed how I prepare for client meetings — everything is organized, clean, and just a click away.
Advisor
Chicago Region
I love the summaries — they save me hours of digging through tool documentation.
Senior Advisor
Remote Team
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