A complete list of active advisors currently associated with Flagstone Financial Management, LLC

Warmer can help you find a great advisor at Flagstone Financial Management, LLC or one who fits your needs even better.

Flagstone provides investment management and financial planning to individuals (including high‑net‑worth clients) and to institutional clients such as retirement plans, foundations, donor‑advised funds, trusts and other business entities. The firm’s brochure describes services that include advisor‑directed portfolio management through LPL Financial’s Strategic Wealth Management platform, manager‑of‑managers portfolios via the Manager Access Select program, employer plan consulting, donor‑advised fund investment management, and a Business Owner Transition Planning Service. The firm frames its investment approach as evidence‑based, emphasizing market efficiency, cost control, broad global diversification, disciplined rebalancing, tax efficiency, and a long‑term orientation. Flagstone says it provides continuous discretionary monitoring with formal annual reviews and implements strategies using both its advisor‑directed accounts and centrally managed MAS portfolios custodied at LPL. Noteworthy features called out in the brochure include the firm’s use of third‑party ratings in its materials, a recently added Business Owner Transition Planning Service that combines valuation, transaction readiness and post‑sale wealth management, and the availability of donor‑advised fund investment management through DAF sponsors partnered with LPL. The brochure also discloses recent amendments to its fee schedule and that households meeting the firm’s asset threshold receive integrated financial planning as part of the advisory relationship, which may distinguish Flagstone from many peers.

To learn more about the advisors currently working at Flagstone Financial Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.