CFP®, CEPA, MBA
Stone Wealth Management
Fee-Only financial planner located in Austin, TX, serving clients locally and across the country
Morgan Stone is an Austin, TX fee-only financial planner. Stone Wealth Management provides holistic wealth management, financial landscape analysis and business exit planning to help young professionals, women, public sector employees and successful business owners, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Morgan Stone is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Morgan Stone is a CERTIFIED FINANCIAL PLANNER™ practitioner with over nineteen years experience in the financial services industry. He is the founder of Stone Wealth 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 Wealth 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 the Estate Planning Council of Central Texas. He previously served on the Board of Directors of the Estate Planning Council of Central Texas, the Board of Directors of the Juvenile Diabetes Research Foundation and the Stephen F. Austin High School Continuing Education Foundation.
Morgan's trust and estate experience makes him especially well-suited to sophisticated clients. He specializes in complex financial questions and often works with small business owners and High Net Worth families.
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 is a native Austinite, and the proud father of Will and Katherine. When not with his children, Morgan enjoys tennis, mountain biking and is working on his guitar skills. He also tries to work in a few Colorado flyfishing trips each year, after working as a flyfishing guide after graduating from college.
Morgan Stone is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Stone Wealth 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 Wealth 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 Wealth 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 Wealth 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 Wealth 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Business Exit Planning
- Special Needs Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- Project Based Consultations
Professional Designations & Affiliations
Morgan Stone is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Morgan Stone is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Morgan Stone is a Certified Exit Planning Advisor® (CEPA®)
The Certified Exit Planning Advisor® (CEPA®) designation is obtained by financial professionals upon completion of a five-day in-person credentialing program. Advisors who earn this credential are specially trained to help business owners create an exit plan for selling their company for maximum benefit. The CEPA Program integrates exit strategy into business, personal, and financial goals of the business owner. Using this holistic approach, Certified Exit Planning Advisors® guide business owners to decide when’s the best time to sell their business and how to minimize taxes from the sale.
Morgan Stone is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Morgan Stone
4210 Spicewood Springs Rd
Austin, TX 78701