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Stonecrop Wealth Advisors, LLC

Updated today

Client assets under management

$236,964,578

Clients

1,185

39% high-net worth

Advisors

5

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

237

Very High

Average account size

$199,970

About

Stonecrop Wealth Advisors serves individuals, high-net-worth families, and trusts while also advising institutional and entity clients such as colleges, schools, charitable organizations, pension plans, and for‑profit businesses. The firm provides integrated financial planning and both discretionary and non‑discretionary investment management tailored to each client’s stated mission, vision, values, and goals.

The firm employs a team‑driven process to establish strategic and tactical asset allocations, generally favoring longer‑term holdings and monitoring portfolios against agreed benchmarks through periodic meetings, teleconferences, reports, and a client web portal. Stonecrop may engage sub‑advisors or third‑party money managers and uses platforms such as Pontera to manage held‑away accounts when appropriate.

Noteworthy features disclosed in the brochure include a practice emphasis on connecting institutional clients’ investment programs to their organizational missions and an ownership connection to an attorney who does not practice law, an affiliation that is uncommon among peer team firms. The firm also discloses the use of third‑party solicitors and referral arrangements, provides consulting to other financial institutions, and issues written financial plans and periodic reporting, practices that differentiate it from many peers.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

General retirement planning Wealth management General tax planning

Fee options

Fixed

Financial planning fees typically range from $2,400 to $15,000; Portfolio management fixed fees range from $4,000 to $20,000

Project-based

$100 to $500 per hour

Main office location

Stonecrop Wealth Advisors, LLC

2 West Market Street, Suite 200

West Chester PA 19382, United States

Number of offices

1

Most active in

Delaware · Florida · New Jersey · North Carolina · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Samuel S

Series 66

West Chester, PA

Stonecrop Wealth Advisors, LLC

Samuel Stehr is a financial advisor at Stonecrop Wealth Advisors, LLC in West Chester, PA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Fidelity Investments and Creative Financial Group. Outside of finance, he has experience with Clean Peak Landscaping and involvement with JEVS Human Services. Stonecrop Wealth Advisors serves individuals, trusts, retirement plans, and institutional clients such as colleges and charitable organizations. The firm employs a team-driven investment process focused on strategic asset allocation and integrates financial planning with portfolio construction to align with clients’ goals.

General retirement planning Wealth management General tax planning
user avatar

Jake D

Series 65

West Chester, PA

Stonecrop Wealth Advisors, LLC

Jake Dilaura is a financial advisor at Stonecrop Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at SEI Investments Company and the Federal Deposit Insurance Corporation. Stonecrop Wealth Advisors serves individuals, trusts, retirement plans, and various institutional clients such as colleges and charitable organizations. The firm employs a team-driven investment process focused on strategic asset allocation and long-term buy-and-hold strategies, integrating financial planning to align investments with clients’ goals.

General retirement planning Wealth management General tax planning
user avatar

Dalton G

Series 65

West Chester, PA

Stonecrop Wealth Advisors, LLC

Dalton Greiner is a financial advisor at Stonecrop Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously been involved with Paul Tripp Ministries, Inc. and Harvest Bible Chapel. Stonecrop Wealth Advisors serves individuals, trusts, retirement plans, and various institutional clients such as colleges and charitable organizations. The firm employs a team-driven investment process focused on strategic asset allocation and long-term portfolio management, integrating financial planning to align investments with clients’ goals.

General retirement planning Wealth management General tax planning
user avatar

Logan M

CFA®, Series 65

West Chester, PA

Stonecrop Wealth Advisors, LLC

Logan Mac Gray is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Stonecrop Wealth Advisors, LLC since 2020. Prior to joining Stonecrop, he worked at Compass Ion Advisors, LLC from 2016 to 2020 and at Access Group, Inc. from 2015 to 2016. Stonecrop Wealth Advisors serves individuals, trusts, retirement plans, and institutional clients such as colleges and charitable organizations. The firm employs a team-driven investment process focused on strategic and tactical asset allocation with a long-term buy-and-hold approach, integrating financial planning to align portfolios with clients’ goals.

General retirement planning Wealth management General tax planning
user avatar

Douglas M

CFP®, Series 63

West Chester, PA

Stonecrop Wealth Advisors, LLC

Douglas Macgray is a CFP® with 24 years of industry experience, currently serving as an advisor at Stonecrop Wealth Advisors, LLC since 2020. He previously worked at Compass Ion Advisors, LLC and APW Capital, Inc. Macgray is a licensed attorney and serves on the board of Missio Seminary, as well as on the Board of Trustees at Gordon College. Stonecrop Wealth Advisors serves individuals, trusts, retirement plans, and institutional clients such as colleges and charitable organizations. The firm employs a team-driven investment process focused on strategic asset allocation and long-term buy-and-hold strategies, integrating financial planning with portfolio management to align with clients’ goals.

General retirement planning Wealth management General tax planning
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