A complete list of active advisors currently associated with Stone Pine Financial Partners

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

Stone Pine Financial Partners provides comprehensive wealth management and portfolio management services primarily for individuals who are near retirement or recently retired, and for select trusts and estates. The firm offers ongoing investment management together with financial planning work that covers retirement income, healthcare, taxes, Social Security and related transition issues. The firm follows a strategic, allocation-driven investment approach that emphasizes low-cost, globally diversified and passive/structured portfolios, typically implemented with ETFs from providers such as Dimensional Fund Advisors and Vanguard. Stone Pine combines systematic rebalancing and tax-loss harvesting with a written planning output (the One Page Game Plan) and a regular client meeting cadence to monitor retirement projections and distribution strategies. Compared with many peers, Stone Pine requires participation in a defined initial comprehensive planning process (the fee for which is waived for clients who retain the firm for investment management) and focuses specifically on the five key areas of the retirement transition. The firm discloses limited outside affiliations, does not accept third‑party sales compensation, and notes that its investment adviser representatives hold insurance licenses but do not intend to offer insurance products as part of the advisory relationship.

To learn more about the advisors currently working at Stone Pine Financial Partners, 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.