Stone Pine Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stone Pine Financial Partners serves primarily individuals who are near retirement or recently retired, along with select trusts and estates, providing comprehensive wealth management that combines portfolio management and financial planning. The firm conducts an initial planning process and ongoing advisory relationship focused on retirement projections, distribution strategies, and cash flow analysis.
The firm manages client portfolios on a discretionary basis using a strategic, passive-oriented allocation framework that emphasizes global diversification, low-cost ETFs (including funds from DFA and Vanguard), systematic rebalancing and opportunistic tax-loss harvesting. Stone Pine formalizes client priorities into a concise One Page Game Plan and maintains a regular meeting cadence (including dedicated Spring and Fall reviews) to monitor progress and adjust plans.
Distinctive features include a small, four-advisor team overseeing roughly 200 client relationships and over $250 million in managed assets, and a client intake process that charges a fixed planning fee for the initial engagement (which is waived if the client transitions to ongoing investment management). The firm recommends a single qualified custodian for account custody and execution, its representatives hold insurance licenses (but do not intend to sell insurance products through the firm), and the adviser does not vote client proxies, leaving voting authority with clients.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$4,000 fixed fee for Comprehensive Financial Planning Initial Process (waived for investment management clients)
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% Over $10,000,000+: 0.25%
Account minimum: $1,000,000 (services typically best suited for those with $1 million or more of investable assets, but no specific minimum required)
Main office
See office200 E State Street, Ste 100
Media PA 19063
Advisors at this office
3
Offices (2)
Most active in
Florida · New Jersey · New York · Pennsylvania · Texas
Also doing business as
Stone Pine Financial Partners · Stone Pine Financial Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kevin M
CFP®, Series 66
Media, PA
Stone Pine Financial Partners
Kevin Manning is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Stone Pine Financial Partners since 2013. Outside of his advisory role, Manning is active as a licensed insurance agent and consultant, selling a range of life, health, disability, annuities, and long-term care insurance products. Stone Pine Financial Partners serves individuals near retirement or recently retired, as well as select trusts and estates, providing comprehensive wealth management that includes portfolio management and financial planning. The firm uses a strategic, passive-oriented investment approach focused on global diversification, low-cost ETFs, systematic rebalancing, and tax-loss harvesting.
Myriah L
CFP®
Media, PA
Stone Pine Financial Partners
Myriah Lipke is a CFP® professional with eight years at Stone Pine Financial Partners and a total of five years in the financial industry. Prior to joining Stone Pine, she worked at Temple University for 12 years. Stone Pine Financial Partners primarily serves individuals near retirement or recently retired, along with select trusts and estates, offering comprehensive wealth management through strategic, passive-oriented portfolio management combined with financial planning. The firm emphasizes global diversification, low-cost ETFs, systematic rebalancing, and tax-loss harvesting within a small, four-advisor team managing over $250 million in assets.
Abigail S
CFP®
Media, PA
Stone Pine Financial Partners
Abigail Schmid is a CFP® professional with two years of industry experience, currently serving at Stone Pine Financial Partners. Prior to joining Stone Pine, she worked at Waypoint Financial, LLC, and has experience in healthcare and academic settings at Penn Medicine and Temple University. Stone Pine Financial Partners serves primarily individuals near retirement or recently retired, as well as select trusts and estates, offering comprehensive wealth management focused on retirement projections, distribution strategies, and cash flow analysis. The firm employs a strategic, passive-oriented investment approach with global diversification, low-cost ETFs, systematic rebalancing, and tax-loss harvesting, managing client portfolios on a discretionary basis.
Andrew H
CFP®, Series 66
Media, PA
Stone Pine Financial Partners
Andrew Herron is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Stone Pine Financial Partners since 2013. Outside of advisory work, he serves as an insurance sales representative and has experience as an assistant high school tennis coach. Stone Pine Financial Partners serves individuals near or in retirement, as well as select trusts and estates, offering comprehensive wealth management focused on retirement planning and cash flow analysis. The firm employs a strategic, passive investment approach emphasizing low-cost ETFs, global diversification, and systematic rebalancing.
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