A complete list of active advisors currently associated with Stonehearth Capital Management

Warmer can help you find a great advisor at Stonehearth Capital Management or one who fits your needs even better.

Stonehearth Capital Management provides investment management, financial planning, retirement planning, and consulting to individuals and families (including high‑net‑worth clients), trusts, estates, and business entities. As of January 1, 2026 the firm reported approximately $425 million in discretionary assets under management across roughly 490 client relationships and is supported by a five‑person advisory team. The firm offers four model strategies — Diversified, Diversified CarbonLITE, Diversified ETF‑Only, and a U.S. Stock strategy — that rely primarily on ETFs and mutual funds, with the U.S. Stock strategy using quantitative screening (quality, value, momentum, dividend yield) plus qualitative review. Accounts are managed on a discretionary basis with a documented investment policy, systematic monitoring (quarterly global rebalancing, monthly cash screening, quarterly fund reviews), and tax‑aware techniques such as tax‑loss harvesting. Stonehearth operates a wrap‑fee program that bundles portfolio management and trade execution for qualifying households, an arrangement that fewer team firms sponsor. The firm also discloses the use of client testimonials and endorsements in its advertising and offers several less common features for its peer group — notably a CarbonLITE portfolio designed to reduce equity carbon footprint while preserving allocation characteristics, access to alternative and digital‑asset investments via third‑party platforms, and limited use of AI tools to support client‑service and operational tasks.

To learn more about the advisors currently working at Stonehearth Capital Management, 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.