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William S
CFP®, Series 63
Traverse City, MI
46 and 2 Investment Advisors, LLC
William Stone is a CFP®-certified financial advisor with 16 years of industry experience. He is the sole advisor at 46 and 2 Investment Advisors, LLC, an independent firm based in Traverse City, MI. Stone also operates Enigmatic Tax, LLC, a tax-preparation business. 46 and 2 Investment Advisors provides portfolio management and financial planning to individual and high-net-worth clients, managing approximately $42.9 million across about 35 accounts. The firm follows a long-term, modern portfolio theory–based approach with a focus on customized investment policy statements and regular portfolio reviews.
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