Stone Asset Management

Specialties

Welcome to Stone Asset Management, Inc. We are an independent, fee only Registered Investment Advisor firm located in Austin, Texas. Founded by Morgan Stone, CFP®, MBA, our mission is to provide you with sensible and unbiased investment and financial planning solutions with the interests of our clients always first. We will assist you in prioritizing and quantifying your financial goals, setting realistic expectations and implementing a disciplined and prudent investment and savings strategy.

One of our most important roles is determining a suitable and appropriate asset allocation strategy by analyzing your investment time horizon, risk tolerance, objectives and cash flow needs. We invest for the long term by establishing appropriate asset allocations and adjusting those allocations upon the changing circumstances and objectives of our clients and not on the vagaries of short term stock market fluctuations.

At Stone Asset Management, we believe an effective financial advisor relationship is built on a commitment to personal attention.

Meet the Business Owner

Morgan S.

Business Owner

Morgan Stone is an independent investment advisor and the president of Stone Asset Management, Inc. in Austin, TX. Morgan established Stone Asset Management in 2004 to provide fee-​only financial planning solutions to his clients. With two decades of experience in the financial services industry, Morgan has the knowledge and skills to help clients navigate life’s financial terrain by providing the information and tools they need to reach their financial goals.