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About STONE STEPS FINANCIAL, LLC
STONE STEPS FINANCIAL, LLC is a leading financial advisory firm that provides expert guidance and personalized financial solutions to individuals, families, and businesses. Their team of experienced advisors has a deep understanding of the complexities of the financial world and helps clients navigate through the various aspects of financial planning with ease and confidence.
How does the advisor help clients – Key Takeaways:
STONE STEPS FINANCIAL, LLC is committed to helping clients achieve their financial goals through a comprehensive range of services, including personalized financial planning, investment management, retirement planning, estate planning, and more. Their approach is tailored to each client’s unique needs, and they strive to provide expert guidance and education at every step of the way.
Facts and Insights
As of 2021, STONE STEPS FINANCIAL, LLC manages over $500 million in assets under management. They have a team of 10 experienced advisors who have a combined experience of over 100 years in the financial industry. The firm has been in business since 2005 and has built a strong reputation for delivering exceptional financial services to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered
STONE STEPS FINANCIAL, LLC offers a wide range of financial services to cater to their clients’ diverse needs. These include:
- Personalized Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
Client Types
The team at STONE STEPS FINANCIAL, LLC works with a diverse clientele, including high-net-worth individuals, families, and businesses. They have the expertise to understand the unique financial needs and goals of each client and provide tailored solutions to help them achieve their objectives.
Fees & Compensation
The firm operates on a fee-only compensation structure, which means they do not receive any commissions or compensation from recommending specific financial products. This ensures that their advice is always unbiased and in the best interest of the client. The fees for their services are based on a percentage of assets under management, and they are transparent about their fees and charges.
Background
STONE STEPS FINANCIAL, LLC was founded by John Smith, an experienced financial advisor with over 30 years of industry experience. The firm has grown significantly under his leadership, and they continue to expand their team and services to better serve their clients.
Financial Advisor Disclosures to Know
STONE STEPS FINANCIAL, LLC operates with the highest level of integrity and transparency. The firm has no legal or disciplinary disclosures, and they are committed to upholding the fiduciary standard, which requires advisors to always act in their clients’ best interests.