The goal isn’t to obsess over every financial detail. It’s to have a clear plan, stay organized, and feel confident your finances are moving in the right direction.
Why Stonevale Exists
Financial advice should make life simpler
After more than a decade in wealth management, I started Stonevale because I believed financial advice could be more personal, more transparent, and a whole lot less complicated.
Stonevale brings the pieces of your financial life together into one clear strategy, without commissions, product sales, or unnecessary complexity.
100%
Fee-only advice
No commissions. No product sales. Just advice designed around your goals and financial life.
360°
Financial planning
Not just investments. Retirement, taxes, insurance, estate planning, and the other pieces of your financial life, considered together.
Behind Stonevale
Built from experience. Designed differently.
Stonevale reflects more than a decade of experience in wealth management, along with a few ideas about how it could be done better.
Before starting Stonevale, I spent more than a decade in wealth management, including time at Merrill Lynch and J.P. Morgan. I learned a lot from working inside large financial institutions, including what they do exceptionally well.
I also saw how easily financial advice can become more complicated than it needs to be. More layers. More products. More people involved. And sometimes, less clarity for the person all of it is supposed to help.
I built Stonevale to take the best of that experience and create something more personal. A firm where planning comes first. Where advice is easy to understand. Where clients know the person managing their financial life. And where recommendations are driven by what makes sense for them, not a sales goal.
Stonevale is intentionally independent, fee-only, and personal. Because I believe good financial advice should feel less like dealing with a financial institution and more like having someone in your corner.
Financial planning should feel more organized. Not more overwhelming.
The goal is to help you stay informed, make confident decisions, and spend less time worrying about the financial side of life.
Organized Planning
We help bring your investments, retirement accounts, taxes, insurance, and estate planning into one clear financial strategy.
Ongoing Guidance
Life changes quickly. We stay connected throughout the year to help with career moves, family changes, major decisions, and everything in between.
Investing Around Real Life
Portfolios are built around your goals, timeline, and comfort with risk, not market noise or short-term trends.
Planning That Grows With You
Good financial planning gets better over time. We aim to become a trusted resource through every stage of life and wealth building.
Our Principles
The ideas that shape how we work.
Good financial advice should be clear, objective, practical, and built for the long term. These principles guide how we think, communicate, and make decisions with clients.
Perspective
Real life first. Spreadsheets second.
Financial planning should support your life, not take it over. We focus on practical strategies that work in the real world for busy professionals, families, and business owners.
Clarity
Financial advice should make life simpler.
We believe good planning reduces stress, creates confidence, and helps you make decisions faster. If something feels unnecessarily complicated, we probably haven’t explained it well enough.
Independence
Advice without hidden agendas.
Stonevale was built to provide objective, fee-only advice without sales quotas, proprietary products, or corporate pressure. That allows us to stay focused on planning and advice that serves our clients’ best interests.
Long-Term Thinking
Discipline compounds.
Markets move fast. Headlines move faster. We help you stay focused on long-term decision making instead of emotional reactions and short-term distractions.
Ready to make money feel simpler?
Let's talk about where you are, what matters most, and whether Stonevale is the right fit.
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