STONEFIELD INVESTMENT ADVISORY, INC.

Overview

Stonefield Investment Advisory, Inc. is an independent, individually owned registered investment adviser that provides financial planning and discretionary portfolio management primarily for individuals, families and small businesses. The firm registered with the SEC in 2025 and operates under a fee model that combines a percentage-of-assets structure with hourly billing for planning work. Investment activity centers on liquid, equity-focused strategies—exchange-traded equities and ETFs make up the largest share of deployed capital—while the firm also integrates traditional pooled products such as mutual funds and insurance-based solutions where appropriate. Stonefield does not position itself as a capital allocator or a specialist in ESG investing, and it is not registered as a multi-state adviser. Its business activities emphasize one-on-one planning and tailored portfolio management rather than institutional consulting or pension advisory work. The firm maintains an insurance-company affiliation, which informs some of its product choices and distribution of insurance-based investments.

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Location & Offices