Independent, Experienced, Fiduciary
Stone Wealth Management is a fee-only financial advisor located in Austin, TX. We provide clients with advice and we are not trying to sell you a particular product or investment. We are fiduciaries, which means we always put your interests first. We believe this is the only way to work with something as important as your money.
Since 2004, Stone Wealth Management has built relationships with each of our clients that include:
- Understanding your goals in life and how you feel about your money
- Advising you on all your financial affairs, or designing a plan to address a single aspect of your finances
- Showing you what you need to fund your goals
- Tailoring your investment portfolio to your goals and risk profile
- Regular reporting on portfolio performance
- Clearly explaining everything we do for you—investments, fees, and financial plans
Without A Map, Can You Get Where You Want To Go?
We’re independent, experienced, local, and offer plain-spoken financial advice. Together, we’ll work out a plan to help get you where you want to go and feel better about your financial future.
Contact us today at 512-469-9152 or email@example.com to schedule a complimentary consultation to discuss your investment and financial planning needs.
CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP(with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards. These marks are awarded to individuals who successfully complete the CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.