A complete list of active advisors currently associated with Stonebriar Wealth, LLC

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

Stonebriar Wealth serves individual and high-net-worth clients with financial planning and discretionary investment management. The firm offers bespoke planning and portfolio services, family office-style coordination, and generally manages client assets on a discretionary basis. The firm uses a documented three-step process (Discovery, Evaluation, Planning) to develop individualized plans and implements asset-allocation strategies through both strategic rebalancing and more tactical model portfolios. Its investment methods draw on fundamental, quantitative and behavioral analysis, may include ESG funds at client request, and it frequently recommends third‑party external managers (notably AE Wealth Management) for portions of client accounts. Noteworthy aspects include an explicit family office service that coordinates estate, tax, trust and accounting work with outside specialists and a tiered planning program that scales by complexity. The brochure also discloses that some supervised persons are licensed insurance agents who may receive commissions (a potential conflict of interest) and states the firm’s intent to seek SEC registration in June 2025.

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