A complete list of active advisors currently associated with Stonebrook Private LLC

Warmer can help you find a great advisor at Stonebrook Private LLC or one who fits your needs even better.

Stonebrook Private LLC provides discretionary wealth management, investment management, financial planning and retirement-plan advisory services to individuals (including high-net-worth), trusts, estates, businesses, and retirement plans. The firm generally charges asset-based fees and offers both traditional portfolio management and coordinated planning services for household relationships. The firm’s investment process emphasizes fundamental analysis and a long-term orientation while permitting tactical adjustments; portfolios are constructed from ETFs, individual equities, covered options, structured investments and alternative investments and may include unaffiliated independent managers. Stonebrook also uses third‑party implementation and account-access tools — including a robo‑advisor platform for ETF implementation and a held‑away participant access platform — to implement, rebalance and monitor client accounts. Stonebrook is notable among peer teams for sponsoring its own wrap fee program while acting as the program’s portfolio manager, and for publicly advertising third‑party ratings, both features that are less common for firms of this size. The firm completed a minority strategic investment by another advisory firm in 2025 and, despite being founded in 2023, manages several hundred million dollars of client assets with a four‑advisor team; the brochure also discloses that some advisory personnel are licensed insurance producers, a potential conflict the firm documents.

To learn more about the advisors currently working at Stonebrook Private 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.