A complete list of active advisors currently associated with Stonehenge Private Client Group, LLC

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

Stonehenge Private Client Group, LLC is a small, state‑registered independent advisory firm that manages roughly $63.6 million for about 33 clients. The firm offers investment management services on a non‑discretionary basis and provides retirement plan consulting to individuals, trusts, charitable organizations, corporations and employer‑sponsored retirement plans. Stonehenge’s investment management is consultative: the firm develops investment strategies and recommendations but requires client approval for transactions, and it may recommend and monitor third‑party Outside Managers to implement portions of a portfolio. The firm’s process can include technical and cyclical analysis and covers short‑ and long‑term holding strategies; its retirement plan work is provided as an ERISA Section 3(21) fiduciary while participant services are primarily informational or educational. Distinctive aspects include that nearly all reported AUM is managed non‑discretionarily (uncommon among peers), and the firm explicitly serves corporate clients and pension/profit‑sharing plans, which is less typical for similarly sized independent advisers. The principal is also licensed to sell insurance products and the firm may receive a portion of fees from recommended Outside Managers; these potential conflicts are disclosed and the brochure describes client options and documentation practices intended to manage them.

To learn more about the advisors currently working at Stonehenge Private Client Group, 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.