A complete list of active advisors currently associated with Stone Tower Wealth Advisors

Warmer can help you find a great advisor at Stone Tower Wealth Advisors or one who fits your needs even better.

Stone Tower Wealth Advisors is a fee-only registered investment adviser that offers wealth management, financial planning, and retirement plan consulting and management, as well as educational seminars and speaking engagements. The firm’s ADV indicates it was formed in 2026 and, as of the June 24, 2026 filing, reported no assets under management or client accounts. The firm’s investment process is grounded in modern portfolio theory, using diversified allocations of global equities and U.S. fixed income with periodic rebalancing; portfolios may include alternative investments and quantitative factor overlays (momentum, value, quality, size) tailored to a client’s risk tolerance. Stone Tower also uses third‑party models and outside managers through a custodian platform and may blend passive and active vehicles, with optional socially responsible (ESG) approaches when requested. Notable features for a small, recently formed adviser include an explicit program of public and group educational seminars and the firm’s provision of ERISA retirement plan services, including acting as an investment manager under section 3(38) for some plans. The firm’s principals hold industry credentials (including CFP® and APMA® designations), and one principal maintains an insurance license but does not sell insurance through the firm.

To learn more about the advisors currently working at Stone Tower Wealth Advisors, 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.

Name	Location	Years of experience
Matthew Alatorre	Cincinnati, OH	14
Austin Carr	Cincinnati, OH	0

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