About us

Our history

Founded in 2004, by John K. Paoloni, NorthStar Asset Management, LLC now doing business as Oakbourne Advisors,
serves nearly 400 clients in 17 states across the country from our offices in Hackettstown, NJ and West Chester, PA.

Oakbourne Advisors is an independent investment advisory firm providing custom investment
strategies designed to grow and protect the wealth of our clients.

Our loyalty belongs exclusively to our clients — not to a parent company. This independence allows us to establish working relationships with industry-leading custodians, accountants, attorneys, and insurance providers whose services we leverage to create uniquely personal strategies. Our clients consistently receive unbiased, objective and timely advice.

Value investing for a new generation.

It is our opinion that by creating a buffer between emotion and action, between fear and greed, we can provide a positive investing experience for our clients.

Our Team

Christopher Diederich, AIF®

Partner | Financial Advisor

David Leszczynski

Partner | Chief Financial Officer

Christopher Griest, AIF®

Partner | Financial Advisor

Corey MacDougall

Vice President | Financial Strategy

John K. Paoloni

Partner | Financial Advisor & CCO

Andrew J. Peters

Partner | Chief Executive Officer

Susan O’Brien

Partner | Client Service

Matthew Ryba, CIMA®

Vice President | Corporate Retirement Plan Services