A complete list of active advisors currently associated with Stone House Investment Management, LLC

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

Stone House provides discretionary investment management and modular financial planning to a mix of individual clients (including high-net-worth individuals), trusts, estates, charitable organizations, corporations, and other advisers. The firm also offers selection and oversight of third-party money managers and specialty solutions such as Power Savings CD & Money Market accounts and Sentinel portfolio services; as of December 31, 2025 it reported $841,676,886 in discretionary assets under management across its client base. Its investment platform includes a range of model and separately managed strategies — Diversidex, Essential, Cornerstone, Strategic ETF, Tactical Growth, and Custom Account Management — and the firm may use sub-advisers, active trading techniques (including options and shorting), and a “FLEX” volatility enhancer that can move equities into money market funds. Stone House generally manages accounts on a discretionary basis, monitors and rebalances portfolios, and routinely uses institutional custodial platforms (notably Fidelity and Jefferson National for certain variable annuities) for execution and custody. Distinctive features disclosed in the brochure include affiliated service lines and ownership arrangements that can affect economics: an affiliated accounting entity (Stone House Tax, Business & Municipal Accounting), the formation of SHIM Midwest, LLC to segregate certain advisor compensation, and associated persons who are separately licensed insurance agents and attorneys. These relationships mean the firm and its representatives may receive insurance commissions, referral compensation from the accounting affiliate, and other benefits from custodians and product providers (including Jefferson National), and the firm discloses potential conflicts and says it maintains policies and procedures intended to address them.

To learn more about the advisors currently working at Stone House Investment Management, 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.