A complete list of active advisors currently associated with Randall Stone Financial

Warmer can help you find a great advisor at Randall Stone Financial or one who fits your needs even better.

The firm provides investment consulting, portfolio management, financial and estate planning, real estate investment advisory, and tax-preparation services to a mix of pooled investment vehicles, institutional investors, charitable institutions and, when engaged, individuals and high-net-worth clients. Engagements range from developing written financial plans to assisting with implementation and selection of money managers or mutual funds. Its investment work draws on cyclical, fundamental and technical analysis and uses strategic and tactical asset-allocation with both short- and long-term holding strategies depending on client objectives. The firm typically bills on a percentage-of-assets-under-management basis for ongoing services but also offers fixed-fee financial plans and hourly consulting for discrete matters. Distinctive elements compared with many peers include an active, state-registered tax-preparation practice (the brochure states tax services may consume as much as 45% of market hours) and hands-on real estate development advisory that covers budgeting, site selection, municipal approvals and construction coordination. The brochure also discloses that, as of January 1, 2022, the firm reported $0 in discretionary and nondiscretionary assets under management despite its institutional-oriented service set.

To learn more about the advisors currently working at Randall Stone Financial, 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.