Stonestreet Financial, Inc.

Stonestreet Financial serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, offering ongoing portfolio management, financial planning, and pension consulting services such as plan setup, manager recommendations, and performance monitoring. The firm delivers written Investment Policy Statements and implements client portfolios through custodial accounts and, where appropriate, third‑party managers.

The firm follows a goals‑based investment process, drawing on methods that include fundamental, quantitative, technical, and modern portfolio theory, and provides both discretionary and non‑discretionary arrangements. Uncommonly for a solo independent adviser, the bulk of Stonestreet’s assets are managed on a non‑discretionary basis, with quarterly reviews of accounts and transaction activity requiring client approval.

Notable distinctions include an explicit focus on pension consulting and serving employer plans—services that are relatively rare among similar firms—and a routine practice of directing clients to certain custodians and third‑party managers (including SEI). The firm’s personnel also engage in outside business activities as licensed insurance producers and may accept third‑party compensation and soft‑dollar benefits, conflicts the brochure discloses and documents for clients.