It's not enough to have a good investment portfolio. You also need a good estate plan, a well-conceived wealth transfer and succession plan, proactive tax planning, the right mortgage, proper insurance coverage, smart budgeting - in short, you need comprehensive wealth management to help make smart, overall financial decisions.

And you need an advisor who knows more than investments.

This is a problem millions of us face every day: How can we integrate all of the diverse areas of our financial lives into something that makes sense? The answer for many is to find a professional who will help look after their total financial and life management needs – a “Personal Chief Financial Officer” - who has the expertise to analyze any financial situation and a professional network to solve virtually any wealth management problem.

We make it a priority to fill this role for our clients.  The advisory team can consist of a client's existing advisors, referrals that we provide, or both. Our goal is to provide proactive, big-picture thinking combined with careful, detailed analysis to assist our clients' in their efforts to meet their overall financial objectives.

Our clients want someone they can call - someone they can count on - someone who will provide a rational sounding board - someone with experience and know-how who can help simplify their lives.


Stone Financial provides comprehensive financial planning and customized investment advisory services. We focus on understanding you, your unique goals and where each fits into your life. Whether you are a start-up business, a growing business or a mature corporation, Stone Financial has the expertise to help you reduce the headaches that come with owning a business. Whether you are in the accumulation phase or the distribution phase, our advisors can help design a strategy. We emphasize tax efficient distribution planning as a key to providing income for your lifetime.
Branson Office: 528 Branson Landing Blvd. | Branson, MO 65616 | P: 417.334.7092 | F: 417-334-7051
Eureka Springs Office: 115 A. East Van Buren | Eureka Springs, AR 72632 | P: 479.253.7892 | F: 479.253.5320
Harrison Office: 400 N. Main St., Ste. 1 | Harrison, AR 72601 | P: 870.743.2588 | F: 870.743.6928
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Stone Financial & Wealth Advisors, LLC is registered in AR, MO, & TX. 

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