WELCOME TO STONE STEPS
FEATURED IN
MEET STONE STEPS
We are passionate about helping align your money with your life, freeing up your time to enjoy what matters most. We know that no two people are the same and therefore no two financial life plans should be either. We take the time to show you where you currently are, help you gain clarity about where you want to go, and lay out the next steps to help you get there as quickly as possible.
Stone Steps provides comprehensive financial life planning and investment management designed to help you plan better and live better.
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FEE-ONLY
We don’t receive compensation by selling you products. We get paid to provide you objective advice with your best interests at heart.
FLEXIBLE
Meet at the office or virtually. We know your time is precious, so together we’ll create a plan, break it into manageable pieces, and monitor it along the way.
CUSTOMIZED
We view each client as unique. This is reflected in the way we serve you as well as in the plan we develop to help you reach your full financial potential.
CUSTOMIZED
We view each client as unique. This is reflected in the way we serve you as well as in the plan we develop to help you reach your full financial potential.
RELATABLE
We believe you deserve to be heard and understood. You also deserve the opportunity to be educated about the choices you make for your financial life.
RELATABLE
We believe you deserve to be heard and understood. You also deserve the opportunity to be educated about the choices you make for your financial life.
MODERN
We utilize the latest technology to enhance our online services, streamline the way we work together, and make information accessible on your terms.
LIMITLESS
We work with individuals and families who are serious about planning and achieving their goals, regardless of net worth, income, or investable assets.
READY TO ALIGN MONEY WITH LIFE?
