WHERE RETIREES GO FOR ADVICE
    WHERE RETIREES GO FOR ADVICE
866-923-1946  info@StoneHouseMail.com
Considering Retirement?
Can Your  Retirement Survive The Next 30 Years?
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We Really Care About What We Do, How We Do It, And The Clients We Work With

Since 1998, our advisers have helped many people just like you to plan for and enjoy their ideal retirement. We focus on clients between age 55 and 75 that have more than $250,000 in retirement savings.  We work both in-person and remotely with clients from across the country.

We love working with our clients and we hope they love working with us. We can't wait to show you the Stone House Experience!

Around The Corner Or Around The World, We'll Never Leave You Hanging
One of the things our clients like most about working with our advisers is our accessibility. We work as a team to ensure our clients always get the highest degree of service. Usually, you'll be working with your dedicated adviser, but in the event he/she is unavailable at the time you need assistance, other familiar members of our team will step in to make sure you get the help and answers you need. 

We do our best to answer your questions as quickly as possible. Even our clients thousands of miles away feel connected to us. We work with them through phone, email, text message, client portals, and our Apple and Android Apps. Prefer regular mail? No problem, we have a lot of clients who prefer doing business in actual paper. You'll never feel out of touch when working with our team and security and privacy are always our top priorities, so your information will be safe.

Phone
Email
Text Message
Client Portal
Apple & Android Apps
Mail
You're Really Going To Like Working With Us
We work as a team to create reliable retirement income strategies, consult on all aspects of financial life, and manage your assets. We take a very personalized approach to our clients and do our best to make sure they have all their financial questions answered and problems solved. We have developed our own technologies, investment programs, and processes to keep up with the varied demands of our clients' financial lives and we search for the best investment strategies and ways to implement them at the lowest-cost. 

Our Future You Retirement Income Planning Process helps our clients design their retirement lifestyles and then tests their plans against one thousand different market scenarios to show them what their financial futures may look like.

Our LifeStack Client Engagement system keeps us deeply in-tune with our clients' finances by organizing the planning process and monitoring their accounts and financial plans on a daily basis.

Our Diversidex platform uses globally diversified portfolios of ETFs to give us great flexibility as managers and they have low portfolio expenses which is good for our clients. 

You can now even add FLEX to your portfolio at no additional cost. FLEX takes a portion of your account and moves it to a money market fund during times of increased volatility.

Our Account Value Check-ins allow our clients to set a minimum value of assets that they feel comfortable with and if their accounts fall below that level, our advisers are notified to reach out to them for a discussion.
We Are A Team You Can Trust
We are an independent, team-based, fiduciary Investment Advisory firm. A Fiduciary Adviser is one that is always required to do what is in YOUR best interest. It seems like all advisers should be fiduciaries, right? Surprisingly, they are not! We hold ourselves to a higher standard than other advisers so you can feel confident that our advice is unbiased and free of undisclosed conflicts of interest. 

We use qualified, institutional, S.I.P.C. insured financial firms like Fidelity Investments and TD Ameritrade to hold your investment assets. We also manage some accounts at highly rated insurers like Nationwide. 

We reconcile your transaction and pricing records daily to make sure there are no mistakes. We also monitor transactions coming into or going out of your accounts for any suspicious activity. 

As you can see, we go to great measures to keep your money and your information safe and your retirement plans on track.

We are growing quickly and now manage more than $200 million of assets for our clients and their families. We take that responsibility very seriously and are honored to work with so many great people. 
We Have The Tools, Services, And Knowledge You Need 
We weren't satisfied with the status quo. We didn't want just "good enough". Over the years we have developed our own technologies, investment strategies, and client engagement processes to greatly enhance our client's experiences. 

Each of our advisors has developed a depth of knowledge from working with clients and we share that knowledge with each other as we address challenging client scenarios.
Furture You
Portfolio Review
Retiree Healthcare Planning
Diversidex
Flex
Account Value Check-Ins

Stack Your Life For Success

Put your financial life in order with our LifeStack Financial and Retirement Planning process. Organize, optimize, and test your financial plan with the help of one of our specially trained LifeStackers. 
People Love Working With Our Professional and Friendly Team
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You Have Needs. We Have Solutions. Below Are the Five Most Common Ways We Help Clients Like You.
Can Your Retirement Survive
The Next 30 Years?
Test Your Plan.
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Are Your Investments Ready
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Need To Get Better Control 
Of Your Financial Life?
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Financial Life Planning.
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Hey, Did You Know We Specialize In Serving:
P&G Employees
School Teachers
Health Care Workers
Here Are Some of the Things We Do to Help You Get the Most Life Out of Your Money
We Cut The Cost Of Investing
Considering Investment Cost is important.

  •  Low-Cost Index ETFs and Mutual Funds
  •  Institutional Trading Arrangements
  •  Maximizing No-Transaction Fee Options
  •  In-House Management and Low-Cost Managers
We Protect Your Assets
We do the heavy lifting to keep your investments safe.

  • Qualified Custodians 
  •  SIPC Insurance On Your Investments
  •  Daily Transaction Reconciliation
  •  Fraud Monitoring 
  •  Investment Policy Statement 
  •  Portfolio Rebalancing 
  •  Broad Diversification
  •  Investment Qualification Process
  •   Account Loss Warnings
We Help You Use Your Money To Build A Life Worth Living.
It isn’t enough to have money. Use it to build a life worth living.
  •  Future You Retirement Income Analysis
  •   PersoniFi Financial Traits Assessment
  •  LifeStack Financial Life Planning
Now Let's Look At Why Good Planning Is The Key To Saving Your Retirement
Hi, this is Scott Stone, one of the partners at Stone House. I first joined Bob Brown in this business in 2003. Many of our first clients were good, hard-working people who saved their whole lives for retirement. Does that sound like you?
 
Many retired in the mid-to-late 1990’s. They had saved up a lot of money, but they didn’t know how to protect their money against the future. Some of them even went to a financial adviser that a friend or colleague recommended. In many cases, those advisers didn’t do a good job, or worse, abused the client’s trust just to sell them an expensive product like an annuity so they could generate a large commission.

When the tech bubble burst and the bear market of 2000-2003 came around, they found out why good planning is the key to a happy retirement. All of the sky high projections their financial advisers promised them didn’t come true and they found themselves in portfolios that had lost too much money. They were taking withdrawals that were too high and their account values shrank quickly to levels that made their retirement lifestyles unsustainable.

Some then hired us to try to help them cobble together a way forward. We called it “Retirement Rehab”. There were many sad conversations as we showed how their current plans were unsustainable and in order to not completely run out of money, they would have to dramatically cut their spending or go back to work.

Those early years really drove our passion to help people manage their retirement savings the right way from day one. Now, each of our clients gets a Future You Retirement Stress Test as they approach retirement and we reevaluate that Stress Test as the years go on and their situations change.

We would love to help you protect your retirement savings too. If you have saved up over $100,000 and you are considering retirement or are already retired, we can help you to protect your money and your lifestyle.

Get To Know Us With Some Of Our Stories
Ready To Take The Next Step? 
Talk With One Of Our Advisers. No Obligation. No Cost.
Talk With One Of Our Advisers. 
No Obligation. No Cost.
How Did You Hear About Us?
How Can We Help You?
Would You Like To Work With A Particular Adviser?
Toll Free: 866-923-1946
Tunkhannock: 570-836-7020
80 West Tioga Street
Tunkahnnock, PA 18657
*Assets as of 9/30/18
Disclosures:

Registration with the Securities and Exchange Commission does not imply that Stone House or its representatives have achieved a certain level of skill, certification or training or that the SEC approves of Stone House or its services. 

No services will be performed prior to the delivery of our Form ADV 2, which is the disclosure document that outlines our business activities, fees and conflicts of interest. This is not a solicitation of service in any jurisdiction in which the Investment Advisor is not registered or is not exempt from registration. Please call for additional information if interested in learning more about our company and services.

 Investments are not risk free and should be considered carefully by the client before investing in our strategies. Securities may lose value. See prospectuses and other disclosure documents for details of risks. Past performance is not an indication of future performance. Stone House® Investment Management, LLC does not guarantee the performance of any strategy or portfolio.

Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of Stone House® Investment Management, LLC as of the date of publication and are subject to change. 

Fees listed on this site only represent fees charged by Stone House for services provided. Additional fees may be applied by third-parties depending on the services rendered. See ADV 2 for details. 

This website is a publication of Stone House® Investment Management, LLC. The information presented is believed to be factual and up-to-date but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. 

Stone House®, Diversidex®, and LifeStack™ are registered trademarks. All rights reserved.