Why Choose Stonehaven?

• Personalized to the aspects of your life
• Faith-based
• Financial advising and tax preparation under one roof
• Play a part in taking care of those left behind
• Hold you accountable to your long-term goals
• Transitions with wealth passing to the next generation
• Freedom to focus on everything else in your life without worrying about finances
• Trustworthy advisors and staff
• Identifies risks in your portfolio that may have been overlooked
• Educate you about market volatility
• Determine appropriate risk
• Offer investment accounts not available to you on your own
• Provides perspective into new business ventures or opportunities in life