Stonecrop Wealth Advisors

We offer a range of services, including financial planning, portfolio management for individuals and small businesses, institutional portfolio management, and educational seminars and workshops, as well as faith-based financial planning for individuals and families wishing to align their finances with their religious beliefs.

At Stonecrop we start with the proposition that your financial plan needs to be centered around your life’s purpose and your most important life objectives. Our goal is for your life to be more prosperous because you are working with us.  As such, we work to create a financial plan that goes beyond traditional planning by aligning your financial goals with your core values, aspirations, and the lifestyle you desire. Unlike conventional financial planners who may focus solely on numbers and investment strategies, a purpose-driven approach considers the broader context of an individual’s or family’s unique circumstances. It involves a deep exploration of personal values, long-term aspirations, and even non-financial factors that contribute to overall life satisfaction.

By integrating these elements into the financial planning process, individuals can derive a greater sense of purpose from their financial decisions, fostering a more meaningful and fulfilling life with less anxiety about money. This approach stands out for its holistic perspective, recognizing that financial success is not just about accumulating wealth but about using that wealth to enable a life rich in purpose, joy, and fulfillment.