A complete list of active advisors currently associated with Stone & Newhouse Wealth Advisory

Warmer can help you find a great advisor at Stone & Newhouse Wealth Advisory or one who fits your needs even better.

Stone & Newhouse Wealth Advisory is an independent, single-advisor registered investment adviser that provides financial planning and consulting to individuals, trusts, estates, charitable organizations, corporations and other business entities. The firm currently delivers written financial plans and targeted consulting rather than discretionary portfolio management or custody of client assets. Plans are developed from client-supplied information and the firm uses a range of analytical methods — including fundamental, technical and cyclical analysis — and may recommend long- or short-term strategies depending on client goals. SNWA does not monitor or trade client accounts on a discretionary basis and does not use percentage-of-assets fee arrangements typical at many advisory firms. The firm’s principal maintains outside business activities that include an affiliated accounting and tax-preparation practice, a real estate services DBA, and insurance licensing, allowing the firm to offer tax, real estate and insurance-related services or referrals alongside planning — features that are uncommon among solo independent advisers. These non-advisory activities can produce separate compensation (for example, insurance commissions and real estate fees) and are disclosed as potential conflicts of interest when services overlap with financial planning.

To learn more about the advisors currently working at Stone & Newhouse Wealth Advisory, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.