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 high-net-worth professionals, executives, business owners, and retirees.
  • 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 for Generations™.
  • Please click here to read the bio of the firm’s Principal, Summer Xia.