Strategizing for your growth

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We can handle all of your accounting & payroll needs!

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Create a strategy for your priorities

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Answers to your challenges and headaches

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Possibly keep more of what you earn

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A fresh set of eyes may uncover new solutions

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Stone Financial
CPAs & Wealth Management

What are your goals for the future?
What do you want for your family?
What do you dream about? What is your priority?

Retirement? Money for your child’s education? Travel?
A new business venture?

Stone Financial’s team of CPA’s, financial planners, investment and insurance advisors can help guide you towards your goals. You may want a fully integrated financial plan that covers retirement, tax planning, business solutions and investment management. Or you may want something as simple as payroll processing, tax returns, bookkeeping services or financial statements.

About Us

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Our Services

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News You Can Use

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The priority all depends on you!

Our Services

Wealth Management Services

Our focus is simple: to enableintentional living.   {Adj.} in • ten • tion • al   performed with...

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  We provide a wide range of tax solutions.  Our professionals will provide practical advice and...

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Financial Planning

Everyone has different priorities in life and at every stage of life. Creating a strategy...

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Operating a business can be rewarding but the responsibilities are endless.  Business owners can often...

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 Are you tired of dealing with the hassles of payroll, the constant tax reports, the...

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Business Solutions

Our services expand to meet the constantly evolving challenges of business and the business environment.

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Portfolio and 401K Review

    A fresh set of eyes may uncover new solutions for building your financial future. Allowing a...

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We have been using Stone Financial for several years to handle our tax and payroll services. They are a great firm to have on your side.

Jo Valles, Devine Pawn

Stone Financial is my one stop shop for all my financial needs.

Joel Hefley

The staff is friendly, knowledgeable and more than helpful. They are also very accommodating to us when and how we need to fit our schedule. Which is important to us, since we do not live in Branson and both work full time.

Sunday Muse-Morton

The staff at Stone Financial are extremely knowledgeable and always eager to help in any way they can. They have been handling all my accounting needs for as long as I’ve been in business.

Terry Lund, Sunshine in Window Cleaning, Inc.

I’m thankful to Stone Financial for sound advice and confidence in knowing they will find all applicable write-offs during tax time.

Cris Bohinc

We have been with Stone Financial for years. They have treated us with the utmost respect and courteous professionalism. They make tax season bearable.

Jeff Pascoe

Stone Financial takes care of our personal and corporate needs.  They are fast, efficient and extremely helpful.  They have made taxes and accounting easier to handle.  I would highly recommend their services.

George Lieck, Longhorn Construction

Stone Financial has always answered my questions and completed my financial records in a professional and timely manner.  One of their best attributes is that they make me feel important and take the time necessary to explain item and make sure we are all on the “same page”.  They are a great firm.

Vi Dale, Stover Quality Quilting

Stone Financial provides a sense of security we have never known before now.  Their staff is professional, friendly and punctuate.  We depend on our daughter to handle the day to day accounting responsibilities and now she has a reliable source all the time, right here in Branson.

Erick Walker, Native Signs

Our clients want someone they can call - someone they can count on - someone who will provide a rational sounding board - someone with experience and know-how who can help simplify their lives.

Our Process

A goal without a plan
is just a dream.

We base our recommendations on your priorities. The strategy encompasses your entire spectrum of interests. No attribute of your financial life escapes our deliberation and focus: tax considerations, insurance, business solutions and funding your family’s future.


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Previous studies have emphasized the strategy of consistent saving practiced throughout one’s career to meet retirement income goals. However, these studies generally assume a consistent savings rate starting at age 25 until retirement.2 Unfortunately, that’s not a common scenario.


Perhaps you’ve had a similar dilemma with your household budget: How do you cut back expenses when your spending must increase? Tax reform, long touted as a hallmark of the Republican party platform, may be difficult to achieve with all the recent expenses the country has encountered.


According to a June 2016 survey conducted by U.S. Legal Wills, 63 percent of respondents had no will at all, and only half of those over age 65 had a will that was up to date. Wealthier households were no more likely to have a will, and if they did, it was more likely to be out of date.


Diversification is the tactic of spreading invested money across a range of different holdings in an eort to avoid losses from one poorly performing investment. However, the point is not to invest in a wide range of securities that may not fit your profile just for the sake of dispersing wealth.


We at Sterling Capital Management feel very privileged to partner with AE Wealth Management. As the outsourced Chief Investment Ocer for the AE Wealth Management platform, our team is engaged in three key support areas for you and...


Divorce, remarriage, stepchildren, half siblings, in-laws … these are all components of many of today’s modern families that can make estate planning a challenge. If you don’t proactively address the issue of who receives what when you die, your death could trigger as much greed as grief among family members.

10 financial rules every 30-something should know

10 financial rules every 30-something should know

Your 30s can be a pretty significant decade.

Your Financial To-Do List

Your Financial To-Do List

Things you should be thinking about every year.

When a Family Member Dies

When a Family Member Dies

A financial checklist for the most difficult of times.

What Should You Do With That Refund?

What Should You Do With That Refund?

By carefully considering how to use your refund in advance, you may be able to avoid asking yourself, later, that age-old question … “Where did it all go?”

We believe in keeping our clients up to date with important
information that effects all aspects of their lives. Subscribe to our monthly newsletter. Plus, check out our “News” Section.
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