About Stonefield

At Stonefield we specialize in fee-based money management, creative 401Ks plans for businesses, unique retirement distribution plans and so much more.

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

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.

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 a unrelenting pace, keeping our clients informed is key. We understand that although the market is one constantly changing factor in your portfolio, you 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.

Our philosophy is simple. Provide our clients with the most accurate market and account information, along with communicating that information in a comfortable, approachable way.