Throughout the years, we’ve found that a team approach is the best method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our team. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one solution fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to help accumulate and preserve wealth, using some of the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and manage those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick e-mail or call our office. We would enjoy speaking with you.
Richard L Stone is proud to have been recognized as a Business Experience advisor for 2016—a distinction based on annual production that places him among the top 49 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Business Experience advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Business Experience advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.