A complete list of active advisors currently associated with Stone Island Financial Planning

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

Stone Island Financial Planning serves individuals, high-net-worth clients, families, retirement plans, and charitable organizations, offering combined and standalone financial planning, discretionary investment management, and limited-scope project engagements. Its services cover tailored portfolio management across equities, fixed income, exchange-traded funds, mutual funds, options and pooled investment vehicles, and it offers optional tax preparation and planning through an independent third‑party vendor. The firm manages many accounts on a discretionary basis and applies cyclical, fundamental and technical analysis (including charting) to implement client objectives, with the ability to honor client-imposed investment restrictions. Certain strategies may employ derivatives and hedging (e.g., options, futures and other over‑the‑counter instruments) and SIFP discloses that it uses performance‑based incentive arrangements for some strategies. Stone Island discloses uncommon affiliations for a firm of its size: it shares ownership with a commodity pool operator and exempt reporting adviser that sponsors private funds, and principals have roles in a broker‑dealer fintech and a technology company; the brochure describes conflict disclosures and mitigation (clients retain the decision to invest in affiliated funds and the firm does not use the linked broker‑dealer for client business). With roughly $134 million in regulatory AUM and a two‑advisor team, the combination of affiliated fund sponsorship, use of derivatives in managed accounts, and performance‑based strategies is less typical among supported firms.

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