Erie, PA Office

Darrell Stoner is a financial advisor at Geneos Wealth Management, Inc. with 43 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Geneos Wealth Management in 2023, he worked for Crown Capital Securities, L.P. for 21 years and has operated Stoner Financial Management since 1999. He is also an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, asset management through representative-managed accounts and wrap programs, and access to third-party money managers, employing a variety of analytical approaches and investment strategies.

Robert Stoner is a CFP®-certified financial advisor with 14 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. He has worked at Geneos since 2023 and concurrently operates Stoner Financial Management, which focuses on fixed insurance sales through various carriers. His prior experience includes nearly a decade at Crown Capital Securities, LP. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and referrals to third-party money managers, utilizing a range of investment strategies including discretionary advisory supervision and tactical asset allocation.