A complete list of active advisors currently associated with Stone Steps Financial, LLC

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

Stone Steps Financial, LLC (dba NewLeaf Financial Guidance LLC) provides fee‑only financial planning and discretionary investment management to individual and high‑net‑worth clients, and also offers consulting services for employer‑sponsored retirement plans. The firm reports approximately $146.6 million in discretionary assets under management and states it adheres to a fiduciary standard and does not accept commissions. The firm typically implements passive investment strategies by building portfolios of index mutual funds and ETFs and constructs client‑specific asset allocation targets through an Investment Policy Statement, with regular client meetings and quarterly reporting. Stone Steps manages accounts on a discretionary basis, allows client‑imposed restrictions, and may engage subadvisers or third‑party managers when a particular strategy or manager is appropriate. Compared with many peers, Stone Steps maintains an unusually large physical footprint given its staffing level, operating multiple offices despite listing a single advisor for advisory oversight, which may reflect an emphasis on multiple client access points or service channels. The firm also offers multiple engagement formats (including hourly planning and comprehensive ongoing management), recommends Charles Schwab as its primary custodian, and discloses it may be deemed to have custody because it can access client login credentials.

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