At Stone Asset Management, in Austin, TX, we tailor our services to meet the financial advice our clients seek and the complexity of their financial situation. Everyone has different needs when it comes to their finances, and we offer three basic service models:
On going Investment Management service includes the creation of an individualized investment strategy, paired with ongoing financial planning. As our premier service, Investment Management is a long-term relationship, designed to grow and change with your financial needs.
We offer Financial Planning as a stand alone service to help clients answer specific questions. This service is flexible, and can be tailored around the needs of the client.
A thorough review of a client’s financial goals and resources, and the development of a complete plan – from investing to estate planning and insurance to retirement – to meet those goals.
Many clients begin working with us on an hourly fee basis to address a single financial concern or to build a financial plan. It is always up to you to decide how you would like us to help with your financial matters.
Learn more about Stone Asset Management and our Investment Strategy for your ongoing financial planning success.
We are Fee-Only advisors.
That means that we don't have hidden fees or charge commissions. We are committed to transparency in all our relationships.
We are Independent.
Stone Asset Management was founded in 2004 in Austin, TX by Austin native, Morgan Stone. As a proudly independent Registered Investment Advisor* (RIA), our firm is unbiased in our investment recommendations.
We are a Fiduciary firm.
Not all financial advisors act as a fiduciary. By upholding the Fiduciary Standard, we act in our client's best interest at all times.
What does this mean for you?
The advice we provide is tailored to our client's individual situation.
*Registration does not imply a certain level of skill or training