A complete list of active advisors currently associated with Goldenstone Wealth Management

Warmer can help you find a great advisor at Goldenstone Wealth Management or one who fits your needs even better.

Goldenstone Wealth Management serves individuals, high-net-worth households, business owners and selected institutional clients, providing discretionary portfolio management alongside retirement planning and holistic financial planning services. The firm operates as a fee-only adviser that typically charges asset-based fees and generally expects a minimum household relationship of $1,000,000. Investment programs are tailored and goals‑based, employing a long‑term, multi‑asset total‑return approach that combines fundamental, technical and macroeconomic analysis with ongoing monitoring and rebalancing. For appropriate clients the firm may use limited option strategies (covered calls, collars, protective puts) for income or downside protection and may consider private capital or alternative investments for accredited investors. The firm is a small, two‑advisor team managing roughly $238 million in client assets and is led by CFA‑designated founders with substantial institutional wealth‑management experience and ongoing academic involvement — a mix that differs from many peers. Goldenstone also uses third‑party referral arrangements, including paid promoters and participation in an advisor network, which the firm discloses and compensates and which may present conflicts of interest for prospective clients to consider.

To learn more about the advisors currently working at Goldenstone Wealth Management, 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.