Stone Asset Managment, Inc. / Financial Advisor in Austin, Texas

At Stone Asset Management, we believe an effective financial advisor relationship is built on a commitment to personal attention.

We are an independent, fee only Registered Investment Advisor firm.

Our mission is to provide you with sensible and unbiased investment and financial planning solutions with the interests of our clients always first.

We will assist you in prioritizing and quantifying your goals, setting realistic expectations and implementing a disciplined and prudent investment and savings strategy.

Specialties

401k Rollover 403B Plans As-Needed Financial Planning Asset Protection Business Owners Certified Financial Planner CFP ® College Planning Comprehensive Financial Planning Education Planning Education Planning- Fee-Only Estate Planning Family Financial Planning Fee Only Fee-Only Fiduciary Financial Advisor Financial Planning Association Member Financial Planning For Women High Net Worth Planning Hourly Financial Planning Independent Investment Advisor Investment Advice Investment Advisory Investment Consulting Investment Management Investment Planning Investment Policy Statements Investment Review And Planning. Investment Services Investments IRA MBA Member Of NAPFA Middle Income Mutual Funds NAPFA Member Professional Wealth Management Registered Investment Advisor Registered NAPFA Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Retirement Planning & Investing Retirement Planning Advice And Services Retirement Planning. Retirement Scenario Planning Retirement Solutions & Planning Rollover Of 401k Or IRA Rollovers Roth IRA Social Security Optimization Special Needs Planning Specialize In Retirement Planning And Retirement Distribution Stock Options Stocks Wealth Management Women's Issues Young Investors