Stonefield Investment Advisory

read moreWhat 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.

read moreStonefield 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.

read moreWe believe in a holistic approach when it comes to your finances. We can only arrive at the best possible solutions for you and your family when our clients choose to partner with Stonefield Investment Advisors. For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera Advisors LLC, nor any of its representatives may give legal or tax advice.

read moreStonefield has some of the most comprehensive and robust software available to Investment Advisors. Our advisors can help you to create a working live document that adjusts in real-time to give you an up-to-date picture of your current situation in regards to retirement.

read moreHas work provided you with the opportunity to take advantage of a retirement package in the form of a 401(k) Plan? Do you understand the offerings within the plan that you are to be selecting? Is your "help" registered to give advice?

read moreStonefield 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.

read moreOur advisors at Stonefield will help to guide you through the questions, plan and arrive at answers that will instill confidence in your decisions. There is no better time to plan for the future than in the present. Planning for your retirement should not be taken lightly, so why not get started today. Working with a certified advisory firm gives you the best chance at seeing the highest returns on your retirement planning. Speak with one of our knowledgeable representatives today to get started planning tomorrow.