Objective Advice from people who care about the outcome
With roots dating back to 1965, Fieldstone Financial is one of the oldest continuously operating Fee-Only financial planning and investment advisory firms in the United States.
Whether you're looking for an objective opinion about your personal financial situation, are in need of a seasoned professional to participate in your foundation's investment committee, or require something in between, our collaborative team approach enables us to select the right people to fulfill your investment needs.
Because we offer no investment or insurance products and have no hidden agendas, each of the financial strategies we recommend is motivated solely by our interest in helping you achieve the financial goals you establish.
Custom tailored strategies for your individual needs...
Your initial conversation with Fieldstone Financial is designed to establish what’s important to you. Once we have a prioritized list of goals, we build our service offering around achieving those goals. We then set an action plan in motion to bridge the gap between where you are now, and where you ultimately want to be. Our systematic approach leaves no stone unturned as we develop a comprehensive, custom-tailored strategy specifically for you.
If you would like us to provide a complimentary second opinion regarding your current financial situation, simply click the button below to get started.