The Starr Blum Group is an experienced and driven financial advisory practice that provides personalized guidance for successful individuals, families, and business owners, both locally and around the country. We find we do our best work with clients experiencing a major life or financial transition or who are seeking an elevated standard of service and care.

Our mission is to help busy people simplify their financial lives so they can focus on living their best lives. We achieve this by leveraging a unique combination of expertise, resources, and passion for making a difference to solve our clients’ most pressing challenges and help them pursue their goals and passions.


Our advisors

Jordan Starr

Financial Advisor

Managing Director of The Starr Blum Group
Learn more about Jordan Starr Visit Jordan Starr's website

Jeffrey Blum

CDFA®

Financial Advisor

Managing Partner of The Starr Blum Group
Learn more about Jeffrey Blum Visit Jeffrey Blum's website


Our team

Katharine Taglialatela

Katharine Taglialatela

Client Service Manager