A complete list of active advisors currently associated with Stone Oak Wealth Management, LLC

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

Stone Oak Wealth Management serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations and businesses, offering discretionary and non‑discretionary portfolio management, financial planning, and pension consulting for plan sponsors and fiduciaries. The firm also may recommend and monitor third‑party money managers as part of tailored client solutions. The firm manages assets using model portfolios and a mix of analytical approaches (technical, fundamental and modern portfolio theory), and describes both long‑ and short‑term trading strategies that may be employed where suitable for a client's objectives. Accounts are custodied primarily at Charles Schwab, and the firm monitors accounts on an ongoing basis with periodic formal reviews and the ability to aggregate trades across accounts. Distinctive disclosures in the brochure include an affiliated insurance agency and the fact that advisers are licensed insurance agents who may earn separate commission‑based compensation for insurance sales, a conflict the firm expressly discloses. The brochure also details pension consulting services for employee benefit plans (plan reviews, fund‑selection advice and participant education), and notes the firm may advise on a broad range of investments and implement trading and model‑based strategies—features that distinguish it from many peer advisory teams.

To learn more about the advisors currently working at Stone Oak Wealth 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.