Trust, Leadership, and Inspiration. Those tenets represent the core of Polaris Capital Advisors’ promise to our clients.
Trust: Polaris is an independent Registered Investment Advisory firm established in 2009 to help high-net-worth individuals and their families connect their financial resources to their personal aspirations. We believe strongly that authentic, open communication is the key to helping our clients define and realize their financial goals. As an independent firm, we are unconstrained by large corporate agendas.
Leadership: Polaris supports clients throughout the entire wealth creation and preservation cycle, and serves as a partner, advocate and advisor during all aspects and phases of their journey.
Inspiration: Financial goals are not a “one size fits all” construct, and neither are our client’s financial plans. We find that the creation of clearly articulated, personalized plan inspires our clients to move forward – whether its towards a retirement goal or starting a new career – with greater confidence.
Meet the Team
Emily A. JohnsonCFP, ChFC, CLU, CDFA
Founder and Managing Director
Emily Johnson, Founder and Managing Director of Polaris Capital Advisors, LLC, graduated from The University of Texas at Austin in 2000, and began her career as a Finance Analyst shortly before the implosion of the tech-driven market bubble. It was this backdrop that inspired Emily’s initial passion for helping people to navigate the complex world of finance and to develop comprehensive, risk-based financial plans to achieve their financial goals. To this end, Emily pursued her MBA in Finance from the Moore School of Business at the University of South Carolina and completed additional international finance coursework at Manchester Business School of Manchester University. After graduate school, Emily worked in Private Banking Group of Credit Suisse First Boston in New York and London, the Leveraged Finance and Debt Syndication division of Wachovia Securities in Charlotte, NC, and the Private Client Groups of Merrill Lynch and UBS Wealth Management in Washington, DC and Hilton Head Island, SC. During this time, she also earned the Certified Financial Planner (CFP®) designation, Certified Divorce Financial Analyst (CDFA™), Chartered Financial Consultant (ChFC™) and Chartered Life Underwriter (CLU™) designations.
In 2009, with proven experience in developing and implementing wealth management strategies for individuals, families, and private companies, (and as the economy found itself in yet another financial crisis), Emily founded Polaris Capital Advisors, LLC, with the singular goal of providing high quality, INDEPENDENT financial advisory services – putting the needs of the client front and center. Emily believes that trust, leadership, and inspiration form the core of the advisor-client relationship, and that belief permeates every interaction with and aspect of Polaris Capital Advisors as a firm.
Emily is happiest when engaging with clients and helping to demystify seemingly complex financial topics. You can catch her on WHHI as a financial commentator, or as a speaker for professional organizations on a number of financial planning topics. Emily lives in Hilton Head, SC with her daughter, Bella.
Director of Health Insurance Services
Casey Bateman joined Polaris Capital Advisors, LLC as Director of Health Insurance Services in 2014. Casey has served in the capacity of office manager for a busy medical practice since 2006, and has developed a very comprehensive perspective of health insurance from both the patient and the provider vantage points. She is a graduate of The University of Texas at Austin, and earned her Masters in Health Administration (MHA) from the Medical University of South Carolina. Casey is also a certified professional coder (CPC). In this ever changing and vitally important world of health insurance, Casey takes pride in guiding her clients through the maze of private and group policies, as well as Medicare, Medicare Advantage, and related prescription drug plans, to find the policy that best meets his or her health care needs at the lowest cost. Casey lives in Hilton Head with her husband, Rick, and two daughters, Georgina and Poppy.
Ashley Hamilton joined Polaris Capital Advisors, LLC in 2018. She is a graduate of Seton Hill University in Greensburg, PA. Ashley has a marketing and customer service background and is most happy when she is helping others, talking to people and being creative. She is originally from the Pittsburgh area but has been a Hilton Head local for the last 15 years after vacationing here with her family for several years prior. She lives on the Island with her husband Garrett, two boys Graeme and Grady and dog, Tony. During her free time she enjoys spending time with her family, cooking, couponing and watching the Steelers and Penguins.
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