Media, PA E State Street Office
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Stone Pine Financial Partners
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Firm-wide stats for Stone Pine Financial Partners
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.
Based on Stone Pine Financial Partners
Expertise
Based on Stone Pine Financial Partners
Location
200 E State Street, Ste 100
Media PA 19063
Advisors at this office
3
Advisors at this office
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.
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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