It doesn’t have to be complicated.
OUR ADVISORS strive to be the best at explaining and making investments. We focus on helping clients understand what’s happening with their money at every stage of their financial journey.
Clarity, Integrity, and Tax-Smart Planning for High-Earning Families and Business Owners
We’re fiduciary advisors who listen first, simplify the complex, and help you align your wealth with what matters most.
OUR SERVICES
Advanced Planning for High Earners—Delivered with Clarity and Care
Achieving your financial goals doesn’t happen by accident. It takes patience and planning to create the kind of possibilities to achieve your goals. Whether you’re saving for a home, a college education, a dream, or investing for retirement, having a trusted financial advisor can support and guide you to make solid decisions that turn life goals into reality.
Personalized financial planning is integral to everything we do. Using innovative digital tools paired with a hands-on people-first approach, we make your money work harder and smarter for you.
Tax-loss harvesting
Capital gains planning
Executive compensation
Advanced retirement structuring
FAITH-BASED PLANNING
Looking for faith-based financial planning?
We offer a dedicated approach for Christians who want to align their money with their values.
ABOUT US
It’s not just about money—it’s about what matters most.
At Nautical Star Financial, we believe financial planning isn’t just about numbers. It’s about people — your family, your purpose, and your legacy. That’s why we listen before we plan, and we lead with your values, not just your assets. Founded by fiduciary advisor Lance Peters, with over 20 years of experience, our firm was built to serve clients who want thoughtful, tax-savvy guidance with integrity at the core.
Why We Exist:
Too many advisors move fast, talk more than they listen, and give clients a plan that doesn’t reflect their real priorities.
We started Nautical Star Financial to make a difference.
We’re here to help you reduce unnecessary taxes, find clarity in complexity, and build a financial plan rooted in what truly matters: freedom, faith, or family legacy.
OUR PROCESS
Financial Planning, Simplified and Centered on You.
You shouldn’t have to feel overwhelmed by your finances — or your advisor. That’s why we’ve built a process that’s clear, human, and focused entirely on you. We don’t jump to solutions. We start by listening. And from there, we build a roadmap that makes sense and gives you confidence about the future.
1.
DISCOVER
We begin with a thoughtful conversation to understand your goals, values, and challenges. We listen more than we talk.
2.
CLARIFY
Together, we define what truly matters to you and surface the key opportunities-especially related to taxes, wealth transfer, or business complexity.
3.
PLAN
We design a custom, comprehensive plan built around your unique life — focused on reducing taxes, growing assets, and protecting what you’ve built.
4.
SUPPORT
Planning isn’t a one-time event. We walk with you long-term, updating strategy as life evolves and always keeping you informed and confident.
INSIGHTS FOR SMOOTH SAILING
SCHEDULE A CONSULTATION
Start planning your journey.
When you’re ready for a planning experience that puts you at the center, we’re ready to listen.
In just a few minutes, we can get to know you—your situation, goals and needs—then connect you with an advisor committed to helping you pursue true wealth. Call us now or schedule a call-back to get things started.
If you have any other questions or comments, you can contact us via email or phone, or just make a note in the the contact form.
Call (206) 905-8700 or email us