Stone Financial

Overview

Stone Financial operates as a small, independent registered investment adviser structured as a limited liability company and owned by an individual. The firm focuses on providing fee-based financial planning and discretionary portfolio management for individuals and small businesses, and it also offers selection-of-other-advisers services when a client needs specialized management. Investment activity centers on pooled public funds and mutual funds as the core building blocks of client portfolios, supplemented by allocations to real estate-related strategies. Stone Financial is set up as a capital allocator—meaning it places client capital with third-party managers where appropriate—and works alongside accounting professionals as part of its client service ecosystem. The firm does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices