Goldenstone Wealth Management is an independent investment management and advisory firm. Our Founders have an established track record of success helping clients meet their financial goals. We help grow and preserve wealth for individuals, business owners, and institutions, recognizing each client is unique. Driven by our mission and constant desire to exceed your expectations, we provide unbiased financial advice, custom-tailor portfolios, financial plans, and solutions appropriate for you.

Our collective wealth management experience spans over 30 years, having managed millions of dollars for clients in small investment boutiques as well those in one of the nation’s largest wealth management firms. We have advanced graduate training and our advisors hold the CHARTERED FINANCIAL ANALYST (CFA®) designation — the gold standard and highest distinction in the investment management profession. This distinguishes us from the rest of financial advisors. We help clients succeed in bull and bear markets, thrive through economic booms and busts, and navigate the most difficult and uncertain financial times with discipline, skill, and confidence.

Whether you are retired, a business owner, or looking to become financially independent, we will help discover your financial objectives, create a customized plan, and manage your assets – with the ultimate goal of maximizing your wealth. We are a fee-only investment advisor, do not receive any commissions, or compensation from any external sources. We are committed to holding ourselves to the highest fiduciary standard and you can rest assured that your assets are in the very best hands with us.