A complete list of active advisors currently associated with Stonepath Wealth Management

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

Stonepath Wealth Management provides discretionary investment management, retirement-plan advisory, financial planning, and consulting services to individuals (including high-net-worth clients), trusts, businesses, charitable organizations, and retirement plans. The firm also offers standalone financial planning, model portfolio implementation, use of independent managers, and consulting services to brokerage customers, and several advisory persons are licensed to offer insurance through an affiliated insurance agency. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds and ETFs alongside individual stocks, bonds, options, alternatives, and, where suitable, independent manager strategies; research combines fundamental and technical analysis. Stonepath executes discretionary trading and periodic rebalancing, and may make shorter-term trades for tax management, liquidity needs, or to adjust sector and asset class weightings. Distinctive features include an unusually broad office footprint for a recently founded team—operating six offices despite forming in November 2023 and managing roughly $299 million in client assets. The firm’s ownership by corporate parents (Prestige Worldwide Enterprises Inc. and LRG Financial, Inc.), an affiliated insurance agency, a consulting engagement with Mutual Securities, and an institutional-platform relationship (including software support and launch assistance from Raymond James) are notable aspects that influence its service model and the economic benefits it receives.

To learn more about the advisors currently working at Stonepath Wealth 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.