About us
“Objective advice from people who care about the outcome”
The Fieldstone Financial Management Group is a specialized financial planning and investment advisory firm that works with people that are serious about taking control of their financial future. With roots dating back to 1965, we are one of the oldest, continuously operating Fee-Only financial planning and investment advisory firms in the United States. Whether you’re planning to fund a college education for a child or grandchild or working towards a comfortable retirement, we can help you achieve your goal. We offer no investment or insurance products and have no hidden agendas. Therefore, you can rest assured that each of the financial strategies we recommend is motivated solely by our interest in helping you achieve the goals you set forth.
Because we believe in a multidisciplinary approach to comprehensive financial planning, our financial strategies are often formulated and analyzed in a collaborative team environment. Our multidisciplinary advisory team usually consists of a Certified Financial Planner CFP®, a Certified Public Accountant CPA, and an Estate Planning Attorney. To the extent you have established working relationships with existing professional advisors we will incorporate those professionals into our planning process. Our collaborative process demands the best thinking from each team member and results in several sophisticated, well-defined planning strategies that are further refined to select the most appropriate strategy for your personal circumstances.
The Fieldstone Financial Management Group has been listed in Forbes Magazine by Goldline Research as one of the Top 10 Most Dependable Advisors in the Northeast and Mid Atlantic and has been recognized by Bloomberg Wealth Manager Magazine as one of the Top 150 Wealth Managers in the Country every year since they began ranking advisors. We are a NAPFA registered Fee-Only financial management and investment advisory firm and as such, we earn nothing from any strategy or product we recommend.