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