Seneca House Advisors

Elizabeth King is a financial advisor at Seneca House Advisors with 22 years of industry experience. She holds a Series 66 designation and has worked previously at Ids Life Insurance Co. and Ameriprise Financial Services. King serves as co-manager of Hopechest LLC and is the finance committee chair for the Richmond SPCA. Seneca House Advisors is a small supported advisory firm managing approximately $425 million with a three-advisor team. The firm provides personalized asset management and financial planning to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations, emphasizing steady, long-term growth through tailored asset allocation and a mix of discretionary and non-discretionary engagements.

Matthew Daniel is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Stony Point Wealth Management, Inc., operating as Seneca House Advisors, since 2014. Outside of his advisory role, he is CEO of Matthew Daniel, Inc., a business focused on accounting and expense management. Seneca House Advisors is a small supported advisory firm managing approximately $425 million across a three-advisor team. The firm provides personalized asset management and financial planning services to individuals, families, trusts, charitable organizations, foundations, pensions, and corporations, and manages an affiliated private real estate fund. Its investment approach emphasizes steady, long-term growth with tailored asset allocation, typically favoring stocks and ETFs, and offers both discretionary and non-discretionary engagements.

Tyler Napier is a financial advisor at Seneca House Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with Stony Point Wealth Management LLC, doing business as Seneca, since 2015. Seneca House Advisors is a small supported firm managing approximately $425 million with a three-advisor team. The firm provides personalized asset management, portfolio monitoring, and financial planning to a diverse client base including individuals, families, trusts, charitable organizations, foundations, pensions, and corporations, and also manages an affiliated private real estate fund. Their investment approach focuses on steady, long-term growth and tailored asset allocation, often favoring stocks and ETFs, while offering both discretionary and non-discretionary services.