A complete list of active advisors currently associated with Highstone Group

Warmer can help you find a great advisor at Highstone Group or one who fits your needs even better.

Highstone Group provides advisory services to individuals, businesses, trusts and retirement accounts, serving 174 client households with about $263.9 million in assets under management. The firm offers comprehensive financial planning, tax planning, investment consulting and portfolio management, and also advises on insurance and annuity products and offers standalone hourly consulting. The firm builds individualized asset allocations using fundamental analysis and a review of clients’ financial position, risk tolerance, time horizon and tax profile, recommending equities, fixed income, mutual funds, ETFs, REITs and, in some cases, options. Highstone generally manages assets on a non‑discretionary basis—clients must approve transactions—which is less common among supported firms and means each trade is typically subject to client consent. Highstone’s advisors are also registered representatives of a broker‑dealer and licensed insurance agents, and the firm maintains affiliated insurance and accounting entities; those relationships result in the ability to earn commissions on certain insurance and brokered transactions and create potential conflicts of interest disclosed in the brochure. The firm also limits some recommendations to products approved by its broker‑dealer, which can narrow available investment options compared with peers.

To learn more about the advisors currently working at Highstone Group, 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.