Experience the Difference of Trusted Guidance

At Polaris Investment Advisors, we believe financial security is the cornerstone of a fulfilling life. Our experienced advisors are passionate about guiding individuals and families toward a brighter financial future. We combine deep financial knowledge with a genuine commitment to understanding your unique goals and concerns.

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Our History & Commitment

Since our founding, Polaris has been driven by a single mission: empowering individuals and families to achieve financial security. Our dedication to excellence has earned us a reputation for outstanding service and personalized advice. We don’t just manage investments — we build lasting relationships, helping you navigate every stage of your financial journey.

What Drives Us

What Drives Us: Personalized Planning, Lasting Results

What sets us apart? Our commitment to serving your needs with the utmost attention, knowledge, and care.

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Calm & Trustworthy

Experience peace of mind, knowing your financial well-being is in the hands of dedicated professionals.

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Comprehensive Expertise

Work with our team of tax experts, trust attorneys, and estate planning specialists for a holistic approach.

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Empathy With Confidence

We inspire confidence by fostering a supportive yet authoritative atmosphere, ensuring you feel heard, understood, and empowered.

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Responsive & Helpful

Count on us to be available, answer your questions promptly, and guide you through your financial journey.

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Education & Empowerment

We equip you with the financial knowledge you need to make informed decisions and feel confident about your future.

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Tax-Smart Strategies

We integrate tax planning and forecasting into your financial plan, maximizing your wealth potential and minimizing your tax burden.

Our Team

Meet Our Expert Advisors

Our team of experienced professionals is dedicated to helping you achieve your financial goals. Our experts specialize in tax planning, estate planning, retirement planning, and more. With a wealth of knowledge and a commitment to ongoing education, we provide trusted guidance every step of the way.

Michael Gore

Michael is the founder and Principal of the firm with over 30 years of experience. A Certified Public Accountant, he is a graduate of Boston College with a BA in Accounting.

Michael works closely with high net worth individuals, retirees, pre-retiree’s, to present comprehensive financial advice and income tax planning. His clients include corporate executives and directors of publicly and privately held corporations, venture capitalists, entrepreneurs, and closely held business owners, as well as other professionals in the investment, legal and medical fields. He has advised clients on issues such as stock options and compensation planning, structure of businesses, tax minimization and estate planning.

Certifications/Designations/Licenses:
· Certified Public Accountant, licensed in Massachusetts
· Personal Financial Specialist (PFS)
· Member of AICPA, MSCPA
· Certified Quickbooks Advisor

Michael enjoys both the challenge of his work and the interaction with his clients. "I believe that everyone can benefit from independent, objective advice, and my role is to help each person reach their financial goals with confidence and security."

Michael currently splits his time in both Belmont, New Hampshire and in Ashland, Massachusetts with his wife Mary, and their two Australian Shepherds. Michael’s daughters, Katherine and Erin, are presently in college in Massachusetts.

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Michael Gore

CPA/CFS

Michael is the founder and Principal of the firm with over 30 years of experience. A Certified Public Accountant, he is a graduate of Boston College with a BA in Accounting.

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Robert Whitney

Rob Whitney is an Advisor with over 30 years of experience. He has an accounting degree and an extensive computer background, including the publication of numerous software programs. Rob works closely with high net worth individuals, retirees & pre-retirees, to present comprehensive financial advice, financial plans and income tax planning.

Rob has been a member of the National Association of Tax Practitioners (NATP), National Association of Enrolled Agents (NAEA) and the Massachusetts Society of Enrolled Agents (MSEA) since 2001.

Rob is a martial arts instructor, currently holding the rank of 6th degree black belt, and has been teaching since 1989. He resides in Framingham, MA with his wife Barbara, and their two daughters, Cassie & Kayla.

Qualifications:
• Enrolled Agent (EA)
• Charted Financial Consultant (ChFC)
• Certified QuickBooks ProAdvisor

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Robert Whitney

EA, ChFC

Rob Whitney is an Advisor with over 30 years of experience. He has an accounting degree and an extensive computer background, including the publication of numerous software programs.

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AnnMarie MacIsaac

AnnMarie MacIsaac has worked in the Financial Services Industry for over 15 years, after spending almost 20 years in the Architectural Project Management Industry. She is a graduate of Northeastern University, with a Bachelor of Science degree.

AnnMarie runs the day-to-day operations of our firm and supports our Advisors and their Clients. She coordinates the onboarding of all new clients, manages new account set up, oversees all customer service transactions, and is always in communication with clients keeping them updated on the status of their transactions.

AnnMarie enjoys the challenge of her work and being able to help our clients’ service needs. “I enjoy the interaction with our clients and the personal attention we are able to give them.”
AnnMarie currently resides in Framingham, MA with her husband Andrew, son AJ and their Black Labrador Retriever. AnnMarie’s daughter Maggie is presently in Graduate School in North Carolina.

AnnMarie

AnnMarie MacIsaac

Client Service Manager

AnnMarie MacIsaac has worked in the Financial Services Industry for over 15 years, after spending almost 20 years in the Architectural Project Management Industry.

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Begin Your Financial Journey Today

Ready to take control of your financial future? Contact us today to schedule a consultation with our team of experts. Together, we can develop a personalized plan that sets you on the path to financial success and peace of mind.

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