A complete list of active advisors currently associated with Stone Wealth Strategies

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

Stone Wealth Strategies serves individual clients by providing financial planning, a written portfolio "MRI" analysis, and periodic educational seminars and workshops for both prospects and clients. The firm also acts as a selection and co‑advisor by referring clients to a third‑party investment manager for portfolio implementation rather than directly managing client accounts. The firm does not trade or take custody of client assets; instead it conducts due diligence on and ongoing reviews of the third‑party manager it recommends, which uses Modern Portfolio Theory and fund‑of‑fund programs to allocate primarily to equities and no‑load mutual funds. Investment recommendations are tailored to each client’s income, tax profile, risk tolerance and time horizon, and the firm documents and reviews those determinations in written reports. Notable distinctions include multiple professional affiliations: principals operate an accounting practice and a law practice and the firm is a licensed insurance agency, relationships the firm discloses and monitors for conflicts of interest. The firm also maintains more than five offices despite a small advisory team, does not accept discretionary portfolio management, and offers free recurring educational events while charging a one‑time fee for its in‑depth portfolio analysis service.

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

You can also browse Stone Wealth Strategies's office locations.

Name	Location	Years of experience
Paul Barry	Show Low, AZ	7
James Evans	Denver, CO	9
Michael Riendeau	Lakeside, AZ	2
Larry Stone	Denver, CO	11

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

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