Archstone Wealth Advisors, LLC
We are an independent—comprehensive—non-commissioned—financial planning and wealth management firm. We are members of the Alliance of Comprehensive Planners, the community of tax-focused financial planners that operate under the retainer model (flat annual fee). Our system of planning addresses the real-life needs of people just like you—this system is driven by the “financial lifecycle” we each go through. Because we mostly operate under the retainer model, we can work with people in whatever stage they’re in as opposed to only those who have accumulated assets; for example, retirees.