About Us

NorStar Financial of Plano, LLC (“NorStar Financial”) is a registered, independent wealth management firm based in Dallas. 

NorStar Financial is a comprehensive wealth management firm, specializing in Asset Protection and Risk Management strategies for business owners, corporate executives, professionals and retirees. 

At NorStar Financial, we understand the unique needs and challenges of individuals with special needs. That is why we offer special needs planning as part of our comprehensive financial planning services for families with special needs member.

Led by our Principal, Summer Xia, we believe in the team approach in serving our clients’ needs.

Our “Goal-driven, Life-stage Based Investing™” is the foundation upon which we help our clients create A More Secured Future™.

Please click here to read the bio of the firm’s Principal, Summer Xia.