About Us

Team

Finestone Partners brings three decades of industry experience and expertise to our clientele. We believe that our clients recognize and value our specialized structure and process.


First, as an Independent Registered Investment Advisor, we have the freedom to create plans based solely on the financial well-being of our clients. We work as a team with each client to provide specialized retirement, investment, insurance and estate planning strategies, following our Wealth Management Matrix® methodology. This team-based approach of having objective and skilled professionals who converse and deliberate on what’s best for the client, results in an extremely high quality of the client’s financial plan. The education, professional backgrounds and the experience of the diverse individuals that make up the firm are the foundation of our success.
Second, because we are independent from traditional broker-dealers, we have developed independent investment strategies designed to help preserve your income, retirement benefits, and investments for the long term. We choose these portfolios carefully and are not influenced by in-house “proprietary” products often aggressively marketed by banks or the traditional stock brokerages, also known as wirehouses. Our Strategical® method, a combination of a strategic and tactical approach to portfolio management, employs traditional investment vehicles to build a portfolio around a tactical core. This approach helps weather market downturns. We have four portfolios with this approach based on your risk tolerance. If your needs are more specific, we will build a customized portfolio.

Third, we are fiduciaries to our clients. As a fiduciary, we adhere to strict ethical and fiduciary standards. Our clients’ interests come first. One unusual example of this is in the area of insurance: Mr. Finestone is a Life and Disability Insurance Analyst, and as such, does not solely act as an agent representing only the interests of the insurance company, but can act as a fiduciary on behalf of the client. Several of our advisors have completed the FI360® training from the Center of Fiduciary Studies and hold the Accredited Investment Fiduciary® (AIF) designation. Mr. Finestone adheres to the Standards of Professional Conduct and Practice Standards of the Certified Financial Planner Board of Standards, Inc.

Finally, we help differentiate ourselves by applying trademarked proprietary processes, combined with exceptional financial planning and coaching skills to understand your passions and dreams, so that you can be successful in making the decisions you want in your life. This is especially important for clients going through transition, such as retirement, inheritance or divorce. Like a matrix, finances affect almost every other component of our lives – our career choice, relationships, lifestyle, health, and wellbeing. Finances, when properly managed, significantly improves quality of life.

We feel privileged to make a profound difference in our clients' lives. We allow people to feel successful when their financial affairs are complete. Ensuring that professionals, business owners and their employees can successfully transition and/or retire with confidence, supporting those who go through separation, divorce or those recently widowed, to take control of their life, is what drives our passion for our rewarding profession  

Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected.