Who We are
Stone Financial provides the added value of combined wealth management, accounting, and tax advice to help you better understand and make the right decisions when it comes to your financial position. We focus on understanding you, your unique goals, and where each fits into your life. Our professionals will help you visualize a plan for your future, and offer resources and advice you need to get you on the road to financial success.
Because we take it personally. We have “big firm” resources, but “home town” values. We want to get to know you so we can custom design a plan that will work specifically for you. Our “why” is very simple: to enable "intentional living" for our clients.
To Help Identify And Achieve Your Goals So You Have Peace Of Mind In Your Financial Life.
THERE’S LIFE. AND THEN THERE’S LIVING LIFE TO ITS FULLEST.
A "full life". What does that mean to you? Your definition of a full life is what guides our work together. It's not your net worth, Not your investments, but what you want out of life. What has to happen over the next two or three years for you to feel good about our progress together? What keeps you up at night? What gets you out of bed every morning? As our relationship deepens over years and decades, we evolve with you, helping you make sound decision to enjoy a full life.
Your Goals, Your Future, Our Priority.
WE CAN HELP YOU!
Our Super Team
Our staff is committed to caring for and serving you, your family, and your business. By applying the principles of trust, honesty, respect, integrity, and value, we are able to meet your needs. We thank you for taking the time to see how we can enhance your life, whether personally in business. Whether you are a new client or an existing one, if you see something that piques your interest, or that is missing from your current financial plan, please give us a call. We would love to help you reach your goals.