Starboard Advisors, LLC

Overview

Starboard Advisors provides coordinated wealth planning and investment services for families with significant wealth. Its work includes private trustee support, bill-paying assistance, succession planning, foundation management, net-worth reporting, and strategic financial planning.¹

The firm reports combined assets under management of $605 million and assets under advisement of $400 million for Starboard Advisors and Kelleher Financial Advisors as of December 31, 2025.¹

History

Starboard Advisors was founded in 2017.¹

Timeline

1. 2017Starboard Advisors was founded in 2017.
2. 2025The firm reports combined assets under management of $605 million and assets under advisement of $400 million for Starboard Advisors and Kelleher Financial Advisors as of December 31, 2025.

Leadership

Barton W. Weisenfluh is CEO and Founder. Michael Ouellette is President, Neil Cataldi is Managing Director, and Rita M. Newland, Pam Lessard, and Hannah Andrews are Principals.¹

Services

The firm offers financial life planning, investment management, family-office services, education and family governance, charitable services, and trust services. It also provides individualized investment management and consulting to individuals, trusts, corporations, institutions, foundations, and pension plans.¹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay

Client Focus

Starboard works with high-net-worth and multigenerational families, as well as other clients identified in its Form CRS, including trusts, corporations, institutions, foundations, and pension plans.¹

Approach

Starboard describes its family-office model as a single point of accountability for wealth planning, governance, education, and lifestyle needs. The firm says its investment solutions are customized around each family’s objectives, return expectations, liquidity parameters, tax constraints, and risk tolerances. Starboard reports that its team has nearly 50 years of family-office experience reviewing and designing practices for multigenerational families.¹

Kelleher Financial Advisors, doing business as Starboard Advisors, states in its Form CRS that it is registered as an investment adviser with the Securities and Exchange Commission.¹

Assets and Minimums

Starboard reports combined assets under management of $605 million and assets under advisement of $400 million as of December 31, 2025. The firm states that minimum initial account sizes are required but negotiable.¹

FAQs

Related resources

• LocationMultifamily offices in Maine

  This page helps families compare multifamily office options in Maine while considering services such as investment management, tax planning, estate planning, and fiduciary support. It may help a business owner assess which firms serve private clients with broader planning and administrative needs.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and estate planning topics. A family considering Starboard Advisors can use these materials to frame questions about estate structures, trust administration, tax planning, philanthropy, and coordination among family members and advisers.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com provides directories of family offices and investors for broader market research. A business owner or family can use the databases to compare firm types, identify questions about investment management and governance, and understand how different offices may address administration, bill pay, or fiduciary responsibilities.

• GuideQuestions to ask a multifamily office

  This question guide can help a family prepare for conversations with a multifamily office. Its prompts may support discussion of investment management, estate and tax planning, family education, philanthropy, governance, trust services, and the practical details of administration and bill pay.

• Similar firmsJ.M. Arbour
  Acropolis Capital Partners
  Allium Financial Advisors, LLC

  Reviewing J.M. Arbour, Acropolis Capital Partners, and Allium Financial Advisors, LLC gives readers additional firms to compare on this site. Families and business owners can use those profiles alongside Starboard Advisors' stated service areas when considering investment, planning, fiduciary, governance, and administrative needs.

Sources

1. Starboard Advisors, About ; [Services](https://starboardadvisor.com/services/); [Our Crew](https://starboardadvisor.com/our-crew/); [Form CRS, March 3, 2026](https://starboardadvisor.com/wp-content/uploads/2026/04/Form-CRS-March-3.2026.pdf)

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.