Stone Steps Financial, LLC

Overview

Stone Steps Financial, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2024. The firm is owner-operated and serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee menu includes asset-based fees, hourly billing, and fixed-fee arrangements. Stone Steps is not positioned as a capital allocator and is marked as not being an active ESG investor.

Assets & Accounts

Public Holdings

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Location & Offices