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.