Business Details
Your Trusted Partner for Financial Advisory Solutions
Stonefield Investment Advisory has built a reputation as a trusted partner in financial planning, dedicated to empowering clients through personalized retirement strategies and investment management. Our team of certified advisors prioritizes transparency, delivering accurate market insights while maintaining an approachable communication style that demystifies complex financial concepts. With a focus on individualized service, we work closely with clients to understand their unique goals, offering tailored solutions that encompass 401(k) management, IRA rollovers, and comprehensive financial needs assessments.Our commitment to community extends beyond individual client relationships, as we strive to educate and support local residents in achieving long-term financial security. Backed by rigorous regulatory compliance and industry certifications, we uphold the highest standards of professionalism and ethical practice.
Services
Retirement Planning
401K Management
IRA Rollovers
Financial Analysis
Estate Planning
Insurance Consultation
Highlights and features
- We offer personalized retirement planning tailored to individual financial goals.
- Our team consists of certified investment advisory professionals with fiduciary responsibility.
- We implement a holistic approach to financial needs analysis and estate planning.
- We provide free initial consultations for comprehensive financial assessments.
- Our advisors are registered with the SEC and maintain industry compliance standards.
Associations and certifications
- Registered Investment Adviser (RIA)
- U.S. Securities and Exchange Commission (SEC)
Services
Retirement Planning
Our retirement planning service helps clients determine optimal savings strategies and timelines for financial independence. We analyze current assets, projected income needs, and risk tolerance to create customized roadmaps for retirement readiness. With expertise in tax-efficient withdrawal strategies and social security optimization, we guide clients through every stage of retirement preparation.
401K Management
We specialize in maximizing workplace retirement accounts through strategic investment selection and ongoing portfolio management. Our advisors help clients understand employer-sponsored plan options, contribution limits, and diversification strategies. We provide regular performance reviews and adjustments to ensure alignment with long-term financial goals while maintaining appropriate risk levels.
IRA Rollovers
Our IRA rollover service facilitates seamless transitions of retirement assets from former employers' plans to individual accounts. We guide clients through direct and indirect rollover options while explaining tax implications and investment choices. This service preserves retirement savings continuity while offering greater control over investment selections and fee structures.
Financial Needs Analysis
This comprehensive evaluation examines clients' complete financial picture including income, expenses, assets, and liabilities. We identify gaps in current planning and recommend solutions for debt management, emergency funds, and wealth accumulation. The analysis serves as foundation for all subsequent investment and retirement strategies.
People
John Werner
Advisor
John Werner brings decades of financial advisory experience to Stonefield, specializing in retirement income strategies and portfolio management. He holds Series 65 certification and focuses on helping clients achieve long-term financial security through personalized planning.
Questions
What financial services do you specialize in?
We specialize in retirement planning, 401(k) management, IRA rollovers, and comprehensive financial needs analysis for individual clients.
Are you licensed to provide investment advice?
Yes, we operate as a Registered Investment Adviser with the SEC, and our advisors hold appropriate Series 65 certifications.
Do you offer free initial consultations?
Yes, we provide complimentary initial appointments to assess your financial situation and discuss potential planning strategies.
How do you charge for your services?
Our fee structure is based on assets under management, with transparent pricing disclosed in our Form ADV documents.
Can you help with estate planning?
We offer basic estate planning guidance as part of our holistic financial approach, with referrals to legal specialists when needed.
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