Polaris Investment 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 Investment Advisors 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 Investment Advisors 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.
Fredric E. Weldon, Retired
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.
Ric retired June 30, 2023.