History

  1. History

Stonefield investment Advisory, Inc. is a Registered Investment Advisor. Founded in 1998, Stonefield offers an array of financial planning and asset management services, including but not limited to individuals, pension, profit-sharing and 401k plans, trusts, charitable organizations, small businesses and corporations.

Individuals who are properly licensed and/or registered to provide these services are known as Investment Adviser Representatives (IARs). Jon R. Werner and Stephen R. Mickelson are the owners of Stonefield Investment Advisory, Inc.

Stonefield Investment Advisory, Inc. has been acting as a fiduciary since its inception. The Department of Labor’s definition of a fiduciary demands that advisers act in the best interests of their clients at all times.

Who We Are

  • 401(k) plans

    At Stonefield we specialize in fee-based money management, creative 401(k) plans for business, unique retirement distribution plans and so much more.

  • Portfolio

    Licensed in multiple states, Stonefield Investment Advisory, Inc. is ready to take your portfolio to the next level, by actively managing your account to respond to current market conditions and your personal situation.

  • Investment Advisors

    As Investment Advisors, we have the ability to provide investment advice to ANYONE that is currently enrolled in an employer retirement plan. We feel that this is one of our greatest strengths.

Image 1
Image 2
Image 3

LEARN MORE

REQUEST MORE INFORMATION

Have a question? We’d love to hear from you.