Flagstone Financial Management
We’re a team of financial planning professionals who act in your best interest. We have a passion for educating, advising and inspiring our clients to make sound financial life decisions.
We help people who want more than just a stock broker or mutual fund picker. We help our clients through holistic financial planning, while also helping them manage their investments.
Flagstone’s mission is to positively impact as many clients’ lives as possible. We would love to see you realize your dream of opening your own business, paying for your child’s education, becoming debt-free, or funding a charitable goal. As fiduciaries, we make a point to educate you about relevant topics so you can feel more confident in the decisions you make. We strip out complexity by not overwhelming you with the details, and help you tune out the noise of what’s going on around you. Finally, we use award-winning research to drive our advice so you can feel confident about the path we create for you, together as a team. We deeply believe that the clarity, simplicity, and confidence that you experience by working with a fee-only financial professional can improve your quality of life.
Real financial planning can be tough to come by. Historically, you could only get real financial planning by meeting high investment minimums. If the majority of your assets were tied up in your company’s 401(k) or real estate, or if you were just starting to invest, you didn’t qualify for financial planning. You might be able to go to an advisor who sold you a product and called themselves a financial planner, but chances are you were paying a commission and weren’t paying for advice. We believe everyone deserves a chance to pay for financial advice, so we don’t have any investment minimums. If you value advice from a professional, you want financial confidence, and you’re ready to pursue your goals, we can help.