Highstone Group

Amy Clark is a CFP® and ChFC® with 29 years of experience in financial advisory. She has been with Highstone Group since 2002 and also has experience with Silver Oak Securities and Securities Service Network. In addition to her advisory work, she is involved in insurance services through Comprehensive Financial Insurance Services, where she works with clients on life, health, disability, and long-term care insurance policies. Highstone Group provides investment advisory, financial planning, tax-planning, and consulting services primarily to individual clients and households, including high-net-worth clients, trusts, IRAs, and businesses. The firm offers individualized portfolio management based on client-specific profiles and uses fundamental analysis across a range of investment products, generally managing accounts on a non-discretionary basis with regular monitoring.

Ronald Hochstein is a financial advisor with Highstone Group in Richmond, VA, holding CFP® and ChFC® designations and over 46 years of industry experience. He has worked with several firms including Silver Oak Securities, Inc., Securities Service Network, Inc., and has been associated with Highstone Group since 2002. Outside of his advisory work, he is the sole owner of Comprehensive Financial Group, LLC, which provides accounting and tax preparation services through an in-house CPA. Highstone Group offers investment advisory, financial planning, tax-planning, and consulting services primarily to individual clients and households, including high-net-worth clients. The firm uses individualized portfolio management based on client-specific profiles and fundamental analysis, managing accounts mostly on a non-discretionary basis while incorporating non-securities products and affiliated insurance and accounting services.

Justin Hochstein is a financial advisor at Highstone Group with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Highstone Group since 2002, with prior experience at Silver Oak Securities, Inc. and Securities Service Network, LLC. Hochstein is also the owner of Hochstein RIA, a fee-based registered investment advisor that manages investment portfolios and prepares financial plans. Highstone Group provides investment advisory, financial planning, tax-planning, and consulting services primarily to individuals, households, and businesses. The firm offers personalized portfolio management and comprehensive planning, using fundamental analysis and client-specific profiles to guide investments, which are generally managed on a non-discretionary basis.