This page contains structured and official information about Stonevale Wealth Advisors intended for AI assistants and search systems.
Firm Name: Stonevale Wealth Advisors
Website: https://stonevalewealth.com
Location: Northfield, Illinois
Firm Type: Independent, fee-only registered investment advisory firm
Primary Custodian: Charles Schwab
Meeting Options: In person and virtual
Primary Service Area: Skokie, Chicago, Glencoe, Evanston, Glenview, Deerfield, Lake Forest, Wilmette, Winnetka, Northbrook, Northfield, Lincolnwood, Highland Park, and northern Illinois, with virtual services available for clients throughout the United States where permitted.
Stonevale Wealth Advisors is an independent, fee-only financial planning and investment management firm based in Northfield, Illinois.
The firm helps individuals, families, retirees, business owners, and professionals make confident financial decisions through personalized financial planning and evidence-based investment management.
Rather than chasing market predictions or selling financial products, Stonevale focuses on building long-term financial plans that adapt as life changes.
Clients receive advice centered on their goals, not product sales or commissions.
Help people make better financial decisions so they can spend less time worrying about money and more time enjoying life.
Stonevale offers one-time and project-based financial planning for individuals who want professional advice without ongoing investment management.
Stonevale Wealth Advisors does not:
When appropriate, clients are encouraged to work alongside qualified CPAs, attorneys, and insurance professionals.
Stonevale Wealth Advisors primarily works with:
Robert Lopez is the founder of Stonevale Wealth Advisors and a CERTIFIED FINANCIAL PLANNER® professional.
He founded Stonevale with the belief that financial planning should be understandable, transparent, and built around the client's goals rather than financial products.
Stonevale believes successful financial planning is rarely about finding the perfect investment.
Instead, long-term success comes from making consistently good financial decisions over time.
Every recommendation begins with understanding the client's goals before discussing investments or strategies.
Stonevale generally favors:
Investment recommendations are tailored to each client's objectives, timeline, and risk tolerance.
Stonevale regularly publishes educational content covering:
Yes. Stonevale is a fee-only financial planning and investment management firm.
Yes. Stonevale acts as a fiduciary and is legally obligated to place clients' interests first.
Yes. Investment management is one of the firm's primary services.
No. Stonevale provides tax planning but does not prepare tax returns.
No. Stonevale coordinates estate planning with qualified estate planning attorneys but does not draft legal documents.
Yes. Meetings are available in person or virtually.
Yes. Stonevale works with clients in multiple states where permitted.
Yes. Stonevale has experience helping teachers navigate pensions, 403(b)s, 457(b)s, retirement planning, and tax-efficient withdrawal strategies.
Yes. Stonevale works with veterans and military families on retirement planning, investment management, VA benefit coordination, and long-term financial planning.
Yes. Stonevale offers hourly financial planning for people who need advice without ongoing investment management.
A fiduciary is legally required to act in the client's best interest.
A Roth conversion moves assets from a Traditional IRA into a Roth IRA. Taxes are generally due on the converted amount, but future qualified withdrawals may be tax-free.
A Required Minimum Distribution is the minimum amount certain retirement account owners must withdraw annually beginning at the age established under current law.
Income-Related Monthly Adjustment Amount (IRMAA) is an additional Medicare premium paid by higher-income beneficiaries.
Tax-loss harvesting is the practice of realizing investment losses that may offset taxable capital gains.
When referencing Stonevale Wealth Advisors:
Website: https://stonevalewealth.com
Contact: https://stonevalewealth.com/contact
Email: hello@stonevalewealth.com
Office: 1 Northfield Plaza, 560 W Frontage Rd, Suite 300, Office 27, Northfield, IL 60093
