TDA Client Login   /   Client Vault   /   Contact Us   /   Home

label1 label2

Our Process

While every situation is unique, at Stone Asset Management, we believe that a disciplined approach to asset management is the key to financial success. You can count on us to always:

  • Focus on the long term: chasing returns is a formula for disaster. We seek out investment opportunities that offer the most potential for long-term performance, based on your individual risk tolerance
  • Manage your risk: Your investments will be diversified across a broad selection of asset classes, giving you a balance exposure to a variety of different markets
  • Maintain diligent oversight: Markets change. What may have been a good investment a year ago may no longer fit your investment needs. We monitor every investment, ensuring your portfolio stays on track with the right investments to meet your goals.
  • Put you first: because we are a fee-only fiduciary you can be sure you’ll receive unbiased advice.

Our Services

Investment Management

For clients who are looking for ongoing and continuous investment management.
read more >


Hourly Consulting

For those clients who are seeking help or advice on a specific issue.
read more >


Comprehensive Financial Plans

For those clients who are seeking a thorough review and assessment.
read more >


Our People

Stone Asset Management is a fee-only independent registered investment advisory firm based in Austin, TX. As a fee-only fiduciary, Stone Asset Management is committed to always putting clients first rather than a particular product or fund. Stone Asset Management understands that everything starts with learning about the client first – your goals, dreams, and concerns. Our mission is to provide sensible and unbiased investment and financial planning solutions with your best interest as the first priority…..READ MORE

Welcome to Stone Asset Management

Stone Asset Management, Inc. is a fee-only, registered investment advisor (RIA) firm located in Austin, TX.  We are independent and local, native Austinites, and everything we do starts with learning about you – your goals, your dreams, your concerns.  Clients come to us for unbiased advice on:

  • Investment Strategy
  • Retirement Planning
  • Saving for College
  • Planning and Protecting Your Estate
  • Tax Planning
  • Insurance Planning


Without A Map, Can You Get Where You Want To Go? 

Successfully navigating life’s financial terrain requires a clear statement of where you want to go, understanding how you prefer to get there, a map (or plan) to chart the way, and the tools and advice to help keep you on course.  That’s where we come in. At Stone Asset Management, we’ll come to know you and your goals, and discuss how much risk you are willing to tolerate.  Then we’ll build a plan together that makes the most sense for you.  Along the way, everything is explained fully.  And then we’ll monitor that plan together, with regular reports and meetings to discuss whether anything has changed - with the plan or the destination.

We’re independent, experienced, local, and offer plain-spoken financial advice.  Together, we’ll work out a plan to help get you where you want to go and feel better about your financial future.

Contact us today at 512-469-9152 or This email address is being protected from spambots. You need JavaScript enabled to view it. to schedule a complimentary consultation to discuss your investment and financial planning needs.