Stonehearth Capital helps successful families make financial decisions that fit together, from retirement and taxes to estate planning, equity compensation, and what they are leaving the next generation.
Your investment manager manages your portfolio. Your CPA handles taxes. Your estate attorney drafted documents years ago. Each one is good at their job. What rarely happens is that they talk to each other, and no one owns the whole picture. That isn’t a criticism of anyone. It’s just how the traditional model works.
“Most advisors manage a portfolio. We help coordinate a family’s financial life.”
Stonehearth acts as your family’s financial coordinator, helping connect the decisions that affect your investments, taxes, retirement income, estate plan, and the people you care about. We don’t start with your portfolio. We start with your family.
Learn about our Family CFO approach →Investment management matters. But clients often tell us the deeper value is having one advisory team help connect investment decisions with taxes, retirement income, estate planning, and the financial realities of family life. When something changes, like a job transition, a parent’s health, or an inheritance, someone is paying attention to what it means for the whole picture.
Learn about our Family CFO approach →Firm statistics current as of June 2026.
Investment advisory services through Stonehearth Capital Management, LLC, a registered investment adviser.
Most families come to us carrying financial complexity they’ve been managing alone. Our process is designed to change that — to create a complete, coordinated picture of where things stand and what comes next.
“We have relied on Stonehearth for over 40 years. Warm, personal, reliable and excellent financial advice and planning.”
The Google reviews copied above are from individuals who provided public feedback about Stonehearth Capital Management. No compensation was provided for these statements. Experiences may not be representative of all clients and are not a guarantee of future results or success. View additional client feedback.
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Most families we work with wish they had found someone to coordinate the whole picture sooner. The first conversation is about understanding your situation — not presenting a proposal.