Advisors at this firm
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.
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.
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.
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.
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.