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Heydorn Stone Capital Management LLC

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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

2 advisors near New York, NY

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Alana S

CFP®, Series 63

Larchmont, NY

Heydorn Stone Capital Management LLC

Alana Stone is a CFP® with 20 years of experience and has been with Heydorn Stone Capital Management LLC since 2005. She holds a Series 63 license and works out of Larchmont, NY. Heydorn Stone Capital Management LLC is an independent registered investment adviser managing approximately $125.6 million across about 105 client relationships. The firm provides discretionary portfolio management and financial planning services to individuals, trustees, retirement plans, endowments, foundations, and corporations, using a client-centered approach that emphasizes diversification and tailored asset allocation.

General retirement planning College savings (529s, UTMA, etc.)
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Mathis L

Series 65

Larchmont, NY

Heydorn Stone Capital Management LLC

Mathis Le Blanc is a financial advisor at Heydorn Stone Capital Management LLC with a Series 65 designation and two years of industry experience. His prior work includes roles at Charles Schwab Foundation Personal Financial Planning Clinic and Spire Outsourcing, among others. Heydorn Stone Capital Management LLC is a small independent registered investment adviser managing approximately $125.6 million across about 105 clients. The firm offers discretionary portfolio management and financial planning services to individuals, trustees, retirement plans, endowments, foundations, and corporations, employing a client-centered approach with diversified model portfolios.

General retirement planning College savings (529s, UTMA, etc.)
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