Polaris Advisors LLC is a Registered Investment Advisor, licensed and regulated by the Federal Securities and Exchange Commission. We are domiciled in Massachusetts, and located in Framingham.
In order to provide a complete suite of Financial Advisory Services to our clients, Polaris maintains affiliations with a number of entities. Fidelity Investments acts as our custodian, holding, reporting and protecting our clients’ assets while giving us access to the financial markets. Whitney & Gore acts as our tax department. We also maintain relationships with a number of insurance agencies and law firms to help our clients with insurance and estate planning issues.
In order to remain impartial and unbiased, Polaris does not “sell” insurance, nor get, or pay referral fees, to or from, any of our affiliated service providers. Fidelity Investments grants access to their institutional brokerage platform which includes helpful tools and market data, but does not provide compensation. Clients are free to utilize a different custodian if they wish.
Biographies
Fredric E. Weldon
Fredric E. Weldon (Ric) is the managing director and founder of Polaris Advisors. He works directly with clients on their Financial Planning, Investments and Taxes. He also serves as Compliance Officer for the firm.
Ric has been in the Investment Management Business since 1993. Prior to that, he spent 14 years as a Commercial Loan Officer for a number of major Boston banks.
Ric became a Financial Planner in 1996, working with clients of a local bank, and subsequently joined a Boston based financial planning firm. He earned his Chartered Financial Analyst credential in 1998 and began focusing his attention on the needs of employees forced into early retirement as a result of the 2001-2002 recession.
In 2003, Ric formed Polaris Advisors as a Registered Investment Advisor to better serve clients as a Fiduciary and without conflicts of interest integral to many advisory firms’ business models. Ric is a single father living in Hopkinton MA with his two children; Kristina and Kyle.
Michael Gore
Michael is a partner in the firm with over 20 years of experience. A Certified Public Accountant, he is a graduate of Boston College with a BA in Accounting. Michael's areas of focus are financial services and tax planning.
Michael works closely with high net worth individuals and their advisors 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, and AMT minimization.
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 client, whether they are married, single, or going through a divorce, reach their financial goals."
Michael currently resides in Ashland, MA with his wife Mary, and their two daughters.
Certifications/Designations/Licenses:
Certified Public Accountant, licensed in Massachusetts
Personal Financial Specialist (PFS)
Member of AICPA, MSCPA
Certified Quickbooks Advisor
Robert Whitney
Rob, has been with the firm since 1983. Rob has an accounting degree and an extensive computer background, including the publication of numerous software programs. Rob works in the area of estate and income taxation for high income individuals and trusts.
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.
Certifications/Designations/Licenses:
Enrolled Agent (EA)
Chartered Financial Consultant (ChFC)
Certified QuickBooks ProAdvisor
Ann Marie K. Macisaac
AnnMarie joined Whitney & Gore in 2008. She is a graduate of Northeastern University, with a Bachelor of Science degree.
Before joining Whitney & Gore, AnnMarie spent 18 years working in the Architecture Industry, most recently as a Project/Account Manager. During this time she managed projects from design through construction. She managed client accounts in the retail and financial industries and developed good client relationships.
Currently at Whitney & Gore, AnnMarie is the one that oversees the daily operations in the office and keeps things running smoothly. She is the assistant to both our partners and provides support to all our tax preparers.
AnnMarie enjoys the challenge of her work and being able to help our clients throughout the year as various tax and financial needs arise. "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 and their two children.
Trang Le
Trang Le is Polaris Advisor’s Client Service Manager. Trang began her financial career as a Trust Specialist at Mellon Financial/Boston Safe & Deposit in Boston in 1997. After five years she left the company as an officer of the bank. She went on to work for Northeastern University Bursar’s Office as a liaison for financial aid officers while pursuing her paralegal certificate in 2003. She earned a Masters in Counseling and Applied Educational Psychology in 2005.
Trang joined Polaris Advisors in 2010, and qualified for her Series 99 operational support license in 2013.