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Jake D
Series 65
West Chester, PA
Stonecrop Wealth Advisors, LLC
Jake Dilaura is a financial advisor at Stonecrop Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Stonecrop, he worked at SEI Investments Company and held positions with the Federal Deposit Insurance Corporation and Energage LLC. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and institutional clients such as colleges and charitable organizations. The firm offers integrated financial planning and investment management tailored to each client's goals, using a team-driven approach that often incorporates sub-advisors and third-party managers.
Dalton G
Series 65
West Chester, PA
Stonecrop Wealth Advisors, LLC
Dalton Greiner is a financial advisor at Stonecrop Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has been with Stonecrop since 2022. His work history includes involvement with Paul Tripp Ministries and Harvest Bible Chapel. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and various institutional clients by providing integrated financial planning and investment management tailored to each client's mission and goals. The firm uses a team-driven process with a focus on longer-term holdings and offers services that include third-party management and consulting.
Logan M
CFA®, Series 65
West Chester, PA
Stonecrop Wealth Advisors, LLC
Logan Macgray is a CFA® charterholder and Series 65 licensee with eight years of industry experience. He has worked at Stonecrop Wealth Advisors, LLC since 2020 and was previously with Compass Ion Advisors, LLC from 2016 to 2020. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and institutional clients, providing integrated financial planning alongside discretionary and non-discretionary investment management. The firm employs a team-driven approach focused on strategic and tactical asset allocations, often favoring longer-term holdings and monitoring portfolios through regular communications and reporting.
Douglas M
CFP®, Series 63
West Chester, PA
Stonecrop Wealth Advisors, LLC
Douglas Macgray is a CFP® with 25 years of industry experience, currently serving at Stonecrop Wealth Advisors, LLC since 2020. His prior roles include positions at Compass Ion Advisors, LLC, APW Capital, Inc., EGE Advisors, Ltd., and Andesa Financial Management, Inc. He holds a Juris Doctorate and is a licensed attorney; he is also a board member of Missio Seminary and serves on the board of trustees at Gordon College. Stonecrop Wealth Advisors serves individuals, high-net-worth families, trusts, and institutional clients such as colleges and charitable organizations. The firm provides integrated financial planning and investment management tailored to each client’s mission and goals, utilizing a team-driven approach and various platforms to manage assets effectively.
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