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 serves individual clients and their families — including high net worth individuals — as well as trusts, estates, and business entities, offering discretionary investment management alongside financial planning and consultative services. The firm also provides access to alternative investments and may advise on or invest in digital assets through third‑party platforms. Portfolios are built from four model strategies (Diversified, Diversified CarbonLITE, Diversified ETF‑Only, and a U.S. Stock portfolio) that combine ETFs, mutual funds, and select individual or private securities; the firm uses YCharts and Rixtrema alongside a proprietary screening process and combines quantitative and qualitative analysis. Accounts are managed on a discretionary basis with regular monitoring and periodic global rebalancing, and the firm says it uses AI for operational efficiency but not for investment selection. Compared with many peers, Stonehearth discloses marketing practices and referral arrangements that are less common for team firms: it uses endorsements and testimonials in advertising and has contractual solicitor and referral‑network relationships as well as disclosed vendor support. The firm also sponsors a wrap fee program and highlights distinctive offerings for its size — a CarbonLITE strategy aimed at reducing portfolio carbon footprint, access to private/alternative investments, and explicit disclosure of digital‑asset and custody considerations.

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.