Overview

StoneCastle currently has four advisors and three experienced staff members, and 5 of us have our CFP designation. We are a planning focused firm who looks at comprehensive solutions for our clients with regards to their tax, estate, business, retirement, investment, insurance, education, etc... planning. We utilize eMoney for our cash flow software, and we implement the investment & insurance solutions after delivering a written, comprehensive, financial plan. We are currently looking to grow by acquiring/purchasing a practice, and by bringing additional advisors over to service & grow their existing clientele within the StoneCastle/LPL infrastructure. A large portion of our clients are in Maine and we spend 2+ days a month there meeting with people. While purchasing a CT book would be ideal, StoneCastle is well positioned to work with clients located in another state as we would simply add to our monthly or bi-monthly travel schedule to ensure we maintained a local, accessible presence for your clients.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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