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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