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

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

Stonecrop Wealth Advisors serves individuals, high-net-worth families, and trusts while also advising institutional and entity clients such as colleges, schools, charitable organizations, pension plans, and for‑profit businesses. The firm provides integrated financial planning and both discretionary and non‑discretionary investment management tailored to each client’s stated mission, vision, values, and goals. The firm employs a team‑driven process to establish strategic and tactical asset allocations, generally favoring longer‑term holdings and monitoring portfolios against agreed benchmarks through periodic meetings, teleconferences, reports, and a client web portal. Stonecrop may engage sub‑advisors or third‑party money managers and uses platforms such as Pontera to manage held‑away accounts when appropriate. Noteworthy features disclosed in the brochure include a practice emphasis on connecting institutional clients’ investment programs to their organizational missions and an ownership connection to an attorney who does not practice law, an affiliation that is uncommon among peer team firms. The firm also discloses the use of third‑party solicitors and referral arrangements, provides consulting to other financial institutions, and issues written financial plans and periodic reporting, practices that differentiate it from many peers.

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