Who we are

At Stone Advisors, we believe investing is a tool that can help most people reach their long-term financial goals. However, many people do not understand the best way to invest and receive investment advice that relies on a prediction of the future.

We help clients connect with a coach who assists them in navigating the confusing world of investing. Our method does not rely on a forecast but on academic principles which allow families to stop gambling and speculating with their money.

We are different from other advisors in that we use the three academic principles of investing: Efficient Market Hypothesis, Modern Portfolio Theory, and the Three-Factor Model.