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Tunkhannock, PA Office

Team
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Stone House Investment Management, LLC logo

Stone House Investment Management, LLC

Team

Firm-wide stats for Stone House Investment Management, LLC

Total advisors

19

Across 3 offices

Clients per advisor

61 Typical

Avg AUM per client

$718,746 Low

HNW client ratio

22% Low

About

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.

Based on Stone House Investment Management, LLC

Expertise

Retirement income strategy Income planning Active portfolio management Concentrated stock management

Based on Stone House Investment Management, LLC

Occupation focus

Retired Founder/Business Owner Executive

Based on Stone House Investment Management, LLC

Location

80 West Tioga Street

Tunkhannock PA 18657

Advisors at this office

17

Advisors at this office

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Kurtis M

Series 66

Tunkhannock, PA

Stone House Investment Management, LLC

Kurtis Medeiros is a financial advisor at Stone House Investment Management, LLC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Abbington Financial Group, LPL Financial, and more than a decade in the automotive sector. Outside of advising, he owns a dumpster rental business and serves as a notary. Stone House Investment Management provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, trusts, and charitable organizations. The firm’s investment approach combines low-cost index-style ETF allocations with actively managed strategies and offers a range of portfolio management options tailored to client needs.

Retirement income strategy Income planning Active portfolio management Concentrated stock management Retired Founder/Business Owner Executive
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Larry A

CFP®, Series 63

Tunkhannock, PA

Stone House Investment Management, LLC

Larry Alderson is a CFP® professional with 28 years of industry experience. He is currently with Stone House Investment Management, LLC and has previously worked at LPL Financial, Cetera Investment Advisers, Cetera Investment Services, and C&N Bank. He serves on the Investment Committee for the Community Foundation for the Twin Tiers. Stone House Investment Management provides advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm combines low-cost, index-style ETF allocations with actively managed strategies and offers a range of portfolio management options, including discretionary management and third-party money manager selection.

Retirement income strategy Income planning Active portfolio management Concentrated stock management Retired Founder/Business Owner Executive
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Ryan V

Series 65

Tunkhannock, PA

Stone House Investment Management, LLC

Ryan Vassil is a financial advisor at Stone House Investment Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Stone House since 2020. Prior to that, he was employed at Market Resource Partners and Power Home Remodeling Group. Stone House Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm combines low-cost, index-style ETF allocations with actively managed strategies and offers a range of portfolio management options tailored to client needs.

Retirement income strategy Income planning Active portfolio management Concentrated stock management Retired Founder/Business Owner Executive
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Barbara G

Series 65

Tunkhannock, PA

Stone House Investment Management, LLC

Barbara Grimaud is a financial advisor with Stone House Investment Management, LLC, holding a Series 65 designation and seven years of industry experience. Prior to joining Stone House in 2018, she worked for the U.S. Federal Court of the Middle District of Pennsylvania and maintains a legal practice through the Law Office of Barbara R. Grimaud. She is also a member of Rock Ledge Quarries, LLC, where she serves in an of counsel role. Stone House Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm combines low-cost, index-style ETF allocations with actively managed strategies and offers customizable portfolios managed directly or through sub-advisers.

Retirement income strategy Income planning Active portfolio management Concentrated stock management Retired Founder/Business Owner Executive
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Benjamin R

Series 65

Tunkhannock, PA

Stone House Investment Management, LLC

Benjamin Robinson is a financial advisor at Stone House Investment Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Stone House since 2020. Outside of his advisory role, Robinson is a sponsored athlete for Deckers Brands, representing their outdoor brand in national and international running competitions. Stone House Investment Management provides discretionary investment management and modular financial planning services to individuals, trusts, estates, charitable organizations, and corporations. The firm employs a range of model and separately managed strategies and uses active trading techniques, serving a diverse client base with over $840 million in discretionary assets under management.

Retirement income strategy Income planning Active portfolio management Concentrated stock management Retired Founder/Business Owner Executive
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Todd M

Series 65

Tunkhannock, PA

Stone House Investment Management, LLC

Todd Monahan Jr. is a financial advisor at Stone House Investment Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously with The Arc of NEPA and the University of Scranton. Stone House provides discretionary investment management and modular financial planning to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm employs a range of model and separately managed strategies and uses active trading techniques, managing over $840 million in discretionary assets.

Retirement income strategy Income planning Active portfolio management Concentrated stock management Retired Founder/Business Owner Executive
user avatar

Kirk L

Series 65

Tunkhannock, PA

Stone House Investment Management, LLC

Kirk Lunger is a financial advisor at Stone House Investment Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has been associated with Stone House since 2014. He also owns Lunger Financial, LLC, which provides financial advisory services to Stone House clients. Stone House Investment Management offers investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm employs a blend of low-cost, index-style ETF allocations and actively managed strategies, providing customizable portfolios managed directly or through sub-advisers.

Retirement income strategy Income planning Active portfolio management Concentrated stock management Retired Founder/Business Owner Executive
user avatar

Katelyn M

Series 65

Tunkhannock, PA

Stone House Investment Management, LLC

Katelyn Martin is a financial advisor at Stone House Investment Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Stone House, she worked at Fidelity Bank for five years and has experience in the retail and food service industries. Stone House Investment Management provides discretionary investment management and modular financial planning to individual clients, trusts, estates, charitable organizations, corporations, and other advisers. The firm offers a range of model and separately managed strategies, active trading techniques, and specialty solutions, managing over $840 million in discretionary assets as of December 31, 2025.

Retirement income strategy Income planning Active portfolio management Concentrated stock management Retired Founder/Business Owner Executive
user avatar

Kathryn J

Series 66

Tunkhannock, PA

Stone House Investment Management, LLC

Kathryn Johnston is a financial advisor at Stone House Investment Management, LLC with five years of industry experience. She holds the Series 66 designation and has worked at multiple firms, including LPL Financial LLC, Citizens & Northern Bank, and Equitable Advisors. Stone House Investment Management provides discretionary investment management and modular financial planning to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm utilizes a range of model and separately managed strategies and offers specialty solutions such as third-party manager oversight and custom portfolio management.

Retirement income strategy Income planning Active portfolio management Concentrated stock management Retired Founder/Business Owner Executive
user avatar

John B

Series 65

Tunkhannock, PA

Stone House Investment Management, LLC

John Burke is a financial advisor with Stone House Investment Management, LLC in Tunkhannock, PA, holding a Series 65 designation and 17 years of industry experience. He has been involved with Burke Enterprises, LLC and Stone House Investment Management since 2008. Outside of his advisory role, he serves as a director for Stone House Tax, Business & Municipal Accounting, LLC, providing business direction and guidance. Stone House Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm blends low-cost, index-style ETF allocations with actively managed strategies and offers discretionary portfolio management, modular planning, and various account platforms.

Retirement income strategy Income planning Active portfolio management Concentrated stock management Retired Founder/Business Owner Executive
user avatar

Michael C

Series 66

Tunkhannock, PA

Stone House Investment Management, LLC

Michael Cravath is a financial advisor at Stone House Investment Management, LLC with seven years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Cintas. Stone House Investment Management provides discretionary investment management and modular financial planning to individual clients, trusts, estates, charitable organizations, corporations, and other advisers. The firm offers a range of model and separately managed strategies, including the use of third-party money managers and specialty solutions, managing over $840 million in discretionary assets.

Retirement income strategy Income planning Active portfolio management Concentrated stock management Retired Founder/Business Owner Executive
user avatar

Christine S

Series 63

Tunkhannock, PA

Stone House Investment Management, LLC

Christine Slusark is a financial advisor with Stone House Investment Management, LLC, holding a Series 63 designation and 15 years of industry experience. She has been with Stone House since 2010. Christine is also a licensed life insurance producer. Stone House Investment Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm combines low-cost, index-style ETF allocations with actively managed strategies and offers discretionary portfolio management, modular financial planning, and third-party money manager selection.

Retirement income strategy Income planning Active portfolio management Concentrated stock management Retired Founder/Business Owner Executive
user avatar

Raymond S

Series 66

Tunkhannock, PA

Stone House Investment Management, LLC

Raymond Stone is a financial advisor at Stone House Investment Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Stone House since 2008. His prior experience includes roles at Robert J. Brown, CFP and Pan-American Investment Advisers, Inc. Additionally, he serves as a director in non-investment related businesses including Stone House Tax, Business & Municipal Accounting, LLC and Indemnitree, LLC. Stone House Investment Management provides discretionary investment management and modular financial planning to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm offers a variety of model and separately managed strategies and utilizes third-party money managers, active trading techniques, and institutional custodial platforms in its investment approach.

Retirement income strategy Income planning Active portfolio management Concentrated stock management Retired Founder/Business Owner Executive
user avatar

Robert B

CFP®, Series 63, Series 65

Tunkhannock, PA

Stone House Investment Management, LLC

Robert Brown is a CFP® professional with 20 years of experience in financial advisory services, currently with Stone House Investment Management, LLC. He has held leadership roles in related businesses, including ownership of RJB Solutions, LLC, which markets medical services to healthcare providers. Brown also serves as a director of Stone House Tax, Business & Municipal Accounting, LLC, providing business direction and guidance. Stone House Investment Management offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, and charitable organizations. The firm’s approach combines low-cost, index-style ETF allocations with actively managed strategies and customizable portfolios, utilizing both in-house management and sub-advisers.

Retirement income strategy Income planning Active portfolio management Concentrated stock management Retired Founder/Business Owner Executive
user avatar

Aidan B

Series 65

Tunkhannock, PA

Stone House Investment Management, LLC

Aidan Brown is a financial advisor at Stone House Investment Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Leidos and Otis Elevator Company. Stone House Investment Management provides discretionary investment management and modular financial planning to individuals, trusts, estates, charitable organizations, corporations, and other advisers. The firm offers a diverse investment platform including model and separately managed strategies and employs active trading techniques and third-party money manager oversight.

Retirement income strategy Income planning Active portfolio management Concentrated stock management Retired Founder/Business Owner Executive
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