Romaine A. Macomb, CFP®, AIF® is a Partner and Wealth Advisor affiliated with Northstar Wealth Partners. She has 28 distinguished years of experience within the wealth management and the retirement plan industries. With a particular focus on investment, retirement, estate and pension planning, Romaine provides independent financial advice to individuals, families, foundations, endowments and qualified retirement plans. Her work with retirement plans includes providing both plan level and customized advice to plan participants.
In 2015, Romaine was named to the Top 400 Advisors List, as ranked by Financial Times Magazine. Selected from among 1,500 potential Financial Advisor recipients, her experience, assets under management and quality client service distinguish her as a leader in the wealth management industry*. She is one of the leading female Wealth Advisors in the nation today, receiving an invitation to participate in the Barron’s Top Women’s Advisors Summit in both 2013 and 2014. The selection process for this honor is determined objectively by total assets under management, practice growth year over year and the demonstrated quality of service**. In 2014 Romaine was also named one of Plan Advisor Magazine’s Top 100 Retirement Plan Advisors, an honor bestowed on elite Wealth Managers in the retirement plan world***. Recognizing her expertise and contributions to the retirement plan industry, Romaine was featured in Plan Sponsor Magazine in an article on “the role of the planner in the pension marketplace.” She is a member of the International Board of Standards and Practices for Certified Financial Planners, Inc. and the Financial Planning Association. Romaine obtained the CERTIFIED FINANCIAL PLANNER® designation from the College of Financial Planning, and earned her Accredited Investment Fiduciary Professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh.
Prior to joining Northstar, Romaine served as Vice President and Registered Principal with Essex Financial Services. Romaine graduated from Southern Connecticut State University with a BS in Education.
*The FT Times 400 2015 is based on representatives with basic qualifications of 10+ years of experience and $200 million or more in assets under management. The advisors are then graded on six broad factors and calculated a numeric score for each advisor. Areas of consideration include advisor AUM, asset growth, years of experience, industry certification, compliance record, and online accessibility. No more than 65% of a rep’s assets can be institutional. Only those who applied were considered.
**Barron’s Top Women Advisors Summit, is a conference hosted by Barron’s magazine. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees took part in workshops led by the Top 100 Women Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.
***Selected based solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees.