Morgan Stone| CFP®, MBA
Stone Asset Management
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Our Other NAPFA Members
Austin, TX 78701
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Morgan Stone is a CERTIFIED FINANCIAL PLANNER™ practitioner with over nineteen years experience in the financial services industry. He is the founder of Stone Asset Management, Inc., a Fee-Only Registered Investment Advisor Firm.
Morgan graduated from Vanderbilt University in 1992 and completed the Texas School of Trust Banking in 1996. He earned an MBA with a Personal Financial Planning concentration from St. Edward's University in 2003 and completed the Financial Planning Association Residency Program at DePaul University in 2004. Prior to founding Stone Asset Management, Morgan was Vice President of Austin Trust Company.
Morgan is a Registered Financial Advisor with the National Association of Personal Financial Advisors (NAPFA) and is a member of the Financial Planning Association and Treasurer of the Estate Planning Council of Central Texas. He also served on the Board of Directors of the Juvenile Diabetes Research Foundation and the Stephen F. Austin High School Continuing Education Foundation.
Morgan has been quoted in several publications including Newsweek, BusinessWeek, Investment News and Financial Planning. He has testified before the Travis County Probate Court as an expert witness on investments and has guest lectured at the University of Texas Economics Association.
Morgan and his wife Jenny are native Austinites and are the proud parents of Will and Katherine.
Stone Asset Management is a fee-only financial advisor located in Austin, TX. We provide clients with advice and we are not trying to sell you a particular product or investment. We are fiduciaries, which means we always put your interests first. We believe this is the only way to work with something as important as your money.
Since 2004, Stone Asset Management has built relationships with each of our clients that include:
- Understanding your goals in life and how you feel about your money
- Advising you on all your financial affairs, or designing a plan to address a single aspect of your finances
- Showing you what you need to fund your goals
- Tailoring your investment portfolio to your goals and risk profile
- Regular reporting on portfolio performance
- Clearly explaining everything we do for you—investments, fees, and financial plans
Before investing a single dollar, we work with you to craft a personal Investment Policy Statement, outlining your financial priorities, risk tolerance, and time horizon. Then, we build an investment plan designed to meet your goals.
You don’t necessarily need to consider yourself ‘wealthy’ to benefit from working Stone Asset Management. If you want to simplify your financial life, get clarity on where you stand financially, or are feeling overwhelmed and looking for consolidation and simplification of your finances, please come talk to us.
We find most people are looking for confidence and a feeling of security that they are in control of their finances. At Stone Asset Management, we are happy to help.
Without A Map, Can You Get Where You Want To Go?
Successfully navigating life’s financial terrain requires a clear statement of where you want to go, understanding how you prefer to get there, a map (or plan) to chart the way, and the tools and advice to help keep you on course. That’s where we come in. At Stone Asset Management, we’ll come to know you and your goals, and discuss how much risk you are willing to tolerate. Then we’ll build a plan together that makes the most sense for you. Along the way, everything is explained fully. And then we’ll monitor that plan together, with regular reports and meetings to discuss whether anything has changed - with the plan or the destination.
We’re independent, experienced, local, and offer plain-spoken financial advice. Together, we’ll work out a plan to help get you where you want to go and feel better about your financial future.