fee-only financial ADVISOR in chicago

We run on tech.
They still run on fax.

Modern financial planning and wealth management for Chicago professionals.

Modernize Your Financial Plan

No dusty binders or cookie-cutter plans. We’ll use modern tools, easy-to-read dashboards, and regular check-ins to keep your financial plan clear and up to date.

earning client trust since

households planned for

annual dedicated planning sessions

WHO We Serve

Built for people who value their time

We’re not here for everyone. We focus on the people we can help the most, and our process is built around their lives.

Retired couple on beach — You’ve worked hard, now it’s about making your money last. We’ll help turn your savings into income streams that don’t run dry.

woman in white dress shirt sitting on chair — Running a business is a full-time hustle. We align your personal wealth with your company’s future: exit plans, taxes, and all.

a group of people digging in the dirt — Mortgage, kids, college savings, and a thousand daily decisions. We bring order to the chaos with a clear, tech-driven plan.

Not sure if you fit into one of these groups?

Schedule a call

client and advisor during a financial planning meeting

How We Work

A modern approach to wealth management

Some other firms may bury you in paperwork and buzzwords. We cut through the noise with a simple tech-powered process.

Discover

We listen first. No pitches, no hard sell. Just a real conversation about what you want out of life and money.

Plan

We run the numbers, model the “what ifs”, and show you the clearest path forward. All digital. All transparent.

Implement & Review

We put the plan to work and keep checking in. Life changes, your plan updates with it. No three-ring binder gathering dust.

Want to see it in action?

Schedule a call

Our Services

Holistic & All Inclusive

We focus on the areas that move the needle for your financial life. No fluff. No busywork. Just what matters.

Retirement Planning

Retiring should not feel like a gamble. We use real data and modeling to show you exactly where you stand.

Investment Management

Skip the cookie-cutter portfolios. We build, monitor, and adjust your investments with modern tools and clear strategy.

Tax Strategies

Taxes eat away at wealth faster than markets ever could. We find smart ways to keep more in your pocket.

Estate Planning

Help protect your family from stress later by getting organized today. We help you coordinate the right legal and financial pieces.

Business Owner Planning

Your company and your personal wealth are connected. We make sure they work together, from cash flow to exit strategy.

Risk & Insurance Reviews

Insurance can be confusing and overpriced. We cut through the noise to make sure you are covered where it counts.

Ready to see what you might be missing?

Schedule your call

WHAT SETS US APART FROM COMPETITORS?

The advantage of independence

Most firms talk a big game but still run on outdated systems and boilerplate advice. We built Stonevale differently: modern, transparent, and designed around you.

Fee-Only & a Fiduciary Standard

We’re legally and ethically bound to act in your best interest, not the firms and not a product manufacturers. We don’t earn commissions on the products we recommend, so there are no conflicts of interest.

Investment freedom

Stonevale is independent and open-architecture, which means we can draw from the full investment universe to find what truly fits your goals.

modern Technology

We leverage cutting-edge fintech platforms for better planning, clearer reporting, and seamless communication. You get real-time access to your financial plan from anywhere.

Transparent fees

We don’t earn commissions or tack on hidden charges, and you don’t pay us separately. Our fee is automatically deducted from your account as a small percentage of the assets we manage. That means we do better when you do better.

Discover what fiduciary standard advice feels like

Schedule a call

Know what you’re getting

Finally, a clear comparison

Most advisors make it impossible to compare services and fees. We’re laying it all out: what you get, what you pay, and why independence matters.

Services Table


Investment Management	✓
Tax-Loss Harvesting	✓
Retirement & Cash Flow Planning	✓
Proactive Personalized Advice	✓
Year-End Tax Reduction Meeting	✓
Estate & Charitable Planning	✓
Insurance & Benefits Review	✓
Equity & Exec Comp Review	✓
Tax Efficient Withdrawal Strategy	✓
Time Savings & Stress Reduction	✓

You’ve seen the difference. Ready to make the switch?

Schedule a call

FAQ

Common Questions

Everything you need to know before scheduling your free consultation.

What is a fee-only advisor?

A fee-only advisor is one who is compensated solely by client fees, never by commissions, kickbacks, or third-party payments. As such, I follow the fiduciary standard which means I’m legally and ethically obligated to put your interests first, always. No conflicts of interest. No hidden agendas. Just transparent advice focused on what’s best for you.

Do I really need a financial advisor?

Honestly? Not everyone does. If you’re early in your career with straightforward finances, you can probably handle things yourself with some good online resources. But if you’re dealing with multiple income streams, equity compensation, tax-loss harvesting opportunities, estate planning considerations, or you simply value your time more than the cost of professional help, then yes, a good advisor can add significant value. The question isn’t ‘Can I do this myself?’ It’s ‘Is my time better spent elsewhere?’

Do you offer free consultations?

Yes. I offer a complimentary 15-minute introductory consultation (by phone or video) where we can:

• Discuss your financial situation and goals
• Determine if my services are a good fit for your needs
• Answer any questions you have about my approach or fees
• Explain next steps if you decide to move forward

There’s no sales pitch and no obligation. The purpose is simply to see if we’re a good fit for each other. If we’re not, I’ll tell you honestly and point you toward better resources.

What makes you different from other advisors?

I’m not stuck in the 1990s. I run on modern technology platforms that give you real-time access to everything. No outdated systems. No corporate bureaucracy. No commissioned salespeople. Just transparent, tech-forward financial planning built for how people actually want to work today. Oh, and I can explain things in plain English instead of industry jargon.

What’s your fee structure?

I use a transparent, asset-based fee on assets under management, with the percentage decreasing as your portfolio grows. This means we’re on the same team: when your accounts grow, I do better. When they decline, I earn less. There are no hidden fees, commissions, or surprises. I’ll provide a clear breakdown of your cost before you decide to work with me. No fine print. No gotchas.

Do you follow the fiduciary standard?

I’m legally and ethically bound to act in your best interest. Not sometimes, not when it’s convenient, but always. This isn’t just a marketing claim; it’s a legal obligation. Many advisors only have to meet a lower ‘suitability’ standard, which basically means they can sell you something as long as it’s not completely terrible. I operate under a higher standard.

How much should I have saved before hiring an advisor?

What if I already have an advisor?

Many of my clients came from traditional advisory relationships that weren’t working. Common frustrations include high fees, commissioned products, lack of communication, or outdated technology.

During your free consultation, we can discuss what’s working and what’s not in your current advisory relationship. I can provide a second opinion on your current strategy at no cost. If we’re a better fit, transitioning is straightforward. I handle the paperwork and coordination.

There’s no obligation, and you’ll get clarity on whether you’re getting good advice at a fair price.

Can’t I just do this myself?

Absolutely, and many people do. With today’s technology and information availability, DIY investing is more accessible than ever. But consider this: even tax professionals hire accountants, and doctors see other doctors. It’s not about capability; it’s about time, expertise, objectivity, and peace of mind. I’m not here to sell you on needing me. I’m here if you decide professional guidance makes sense for your situation.

How do I know if I can trust you?

Great question, and one you should ask any advisor. Here’s how you can verify:

• Review my background: Check my record on SEC.gov (http://adviserinfo.sec.gov/)
• Understand how I’m paid: My fee-only structure means I’m never compensated by product companies, only by clients
• Ask questions: During your free consultation, ask me anything. If I can’t answer it clearly, that’s a red flag

Trust should be earned, not assumed. Take your time evaluating whether I’m the right fit for you.

View All FAQs

If you’ve made it this far, we should probably chat.

Schedule your free consultation

fee-only financial ADVISOR in chicago

We run on tech.
They still run on fax.

Modernize Your Financial Plan

Built for people who value their time

Nearing or in Retirement

Business Owners

Busy Families

A modern approach to wealth management

Discover

Plan

Implement & Review

Holistic & All Inclusive

Retirement Planning

Investment Management

Tax Strategies

Estate Planning

Business Owner Planning

Risk & Insurance Reviews

Ready to see what you might be missing?

The advantage of independence

Fee-Only & a Fiduciary Standard

Investment freedom

modern Technology

Transparent fees

Finally, a clear comparison

Common Questions

If you’ve made it this far, we should probably chat.

fee-only financial ADVISOR in chicago

We run on tech. They still run on fax.

Modernize Your Financial Plan

Built for people who value their time

Nearing or in Retirement

Business Owners

Busy Families

A modern approach to wealth management

Discover

Plan

Implement & Review

Holistic & All Inclusive

Retirement Planning

Investment Management

Tax Strategies

Estate Planning

Business Owner Planning

Risk & Insurance Reviews

Ready to see what you might be missing?

The advantage of independence

Fee-Only & a Fiduciary Standard

Investment freedom

modern Technology

Transparent fees

Finally, a clear comparison

Common Questions

If you’ve made it this far, we should probably chat.

We run on tech.
They still run on fax.