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

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

Stoneridge Wealth Advisors, LLC is a small, independent advisory firm that serves individuals, trusts, charitable organizations, private foundations, and retirement plans, offering investment portfolio advisory services and both comprehensive and single‑purpose financial planning. The sole advisor oversees about $23.1 million in client assets across roughly 20 client relationships and provides ongoing account monitoring and reporting. The firm provides non‑discretionary investment advice, presenting recommendations that clients approve, and applies a top‑down, modern‑portfolio approach emphasizing asset allocation, diversification, and a mix of fundamental, quantitative, and qualitative analysis. It also may introduce clients to third‑party investment managers and includes reviews of those managers’ performance as part of its ongoing advisory service. Distinctive for a solo independent adviser, the advisor is a licensed insurance producer and may place non‑variable annuities, life, or disability insurance (and receive related commissions), while disclosing that insurance products are not recommended for retirement accounts; such an insurance affiliation is uncommon among peers. The firm also offers pension and retirement‑plan consulting—assisting with plan design, investment policy statements, provider selection, and participant education—which is a relatively uncommon client focus for an independent adviser of this size and with a primarily non‑discretionary advisory model.

To learn more about the advisors currently working at Stoneridge 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.