Hearthstone Financial Group

Overview

Hearthstone Financial Group is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on portfolio management for individuals and small businesses and charges clients on a percentage-of-AUM basis. It maintains relationships with a broker‑dealer and an insurance company, signaling access to brokerage platforms and insurance-based products alongside its advisory work. The firm is registered in Missouri and Pennsylvania. Hearthstone is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor. Its practice appears geared toward conventional wealth-management relationships rather than institutional consulting or multi-state advisory platform activity.

Investments & Alternatives

Location & Offices