Most firms bundle investment management with financial planning and call it "Wealth Management." At Fieldstone Financial, we focus exclusively on what we believe is the most impactful part of that equation: Advanced Planning.
Our services cover the areas that often get overlooked or underdeveloped by investment-focused advisors:
We partner with your investment advisor—not replace them—so you get true financial coordination without overlapping services or unnecessary fees.
Because we believe real financial advice goes beyond your portfolio. With decades of experience in tax, estate, insurance, and business planning, we offer practical, strategic guidance that enhances your overall financial picture.