Our Philosophy

  1. Our Philosophy

Stonefield Investment Advisory specializes in not only fee-based money management, 401(k) portfolios, retirement planning and more, but also serving clients on a personal, professional level. Our experience in the financial management industry allows us to communicate with our clients, the market and investment information they need to make quality decisions regarding their financial futures. We work with you to pursue your short and long terms financial goals. We work with your portfolios to help make your dreams become reality.

Our Philosophy Works for You

What does the Stonefield philosophy mean to our clients? It means each client receives a customized investment strategy to fit their exact needs; not a ‘one size fits all approach.’  Watch our video and see why you should work with Stonefield Investment Advisory.

We pride ourselves on the financial investment services we offer our clients, and feel that communication is the key to a successful relationship. In a world that moves at an unrelenting pace, keeping our clients informed is key. We understand that although the market is one constantly changing factor in your portfolio, your life plays the most important role. Perhaps you've reached a new point in your life, be it kids in college, career change, or maybe you have a little extra money to invest, we're here to help you make the best decision for your financial future.

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