A complete list of active advisors currently associated with Stepping Stone Advisors, LLC

Warmer can help you find a great advisor at Stepping Stone Advisors, LLC or one who fits your needs even better.

Stepping Stone Advisors is a single-advisor, state-registered firm that provides comprehensive financial planning and tailored investment management to individuals, families, and high-net-worth clients across a small client base. The firm delivers written financial plans and offers both project-based and ongoing subscription planning engagements. The practice emphasizes holistic financial planning as its primary service and constructs investment portfolios guided by modern portfolio theory, with a primary use of passive management alongside fundamental, technical, cyclical, and charting analyses when conducting investment analysis. Investment management is offered as part of the ongoing planning relationship rather than as a separately billed service, and the firm does not accept custody of client assets. Distinctively, the firm does not charge advisory fees as a percentage of assets under management; instead, it calculates fees based on a combined assessment of a client’s income and net worth with separate onboarding and ongoing components. The advisor operates a very small, solo practice while also serving as a Personal Financial Counselor for the Department of Defense, and the firm discloses policies such as not engaging in block trading, not accepting third-party product compensation, and leaving proxy voting and custody responsibilities with clients’ custodians.

To learn more about the advisors currently working at Stepping Stone Advisors, LLC, 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.