What Sets Us Apart | Wealth Plans | 5 Stone Financial Group

Personalized Service

We believe in quality over quantity. Unlike larger firms, we limit our client base to a maximum of 100 clients per advisor. This allows us to dedicate the time and attention you deserve, addressing your unique needs.

What Sets Us Apart | Wealth Plans | 5 Stone Financial Group

Big Picture Approach

Our commitment extends beyond investment management. We guide you through every aspect of your financial life, including retirement planning, tax optimization, risk management, estate planning, and retirement income strategies. Our spring and fall review meetings ensure that your financial strategy evolves with your changing circumstances.

What Sets Us Apart | Wealth Plans | 5 Stone Financial Group

Virtual Convenience

In today’s fast-paced world, convenience matters. The majority of our clients choose interactions that are virtual, saving you time and creating efficiency in your planning experience. Whether you’re at home or on the go, we’re here for you.


Our Core Values

Integrity: We act with integrity in every situation. Our client’s well-being and best interest are
our first priority. We practice what we preach and tell the truth.

Learning: We are committed to constant improvement and continually educating ourselves and our clients to consistently increase the value we provide.

Generosity: We give of our time, effort, energy, and finances without expectation.

Relationships: We strive to build lasting relationships based on mutual trust and respect. We believe happiness in life is based on the quality of the relationships you nurture.

Legacy: We believe in making the world a better place for generations to come.

Gratitude: We choose gratitude on a daily basis.