“We can help you understand and sidestep the financial landmines that can jeopardize your retirement goals. Our team will work to protect your wealth so that you and your family can enjoy retirement with confidence.”
— Eileen Stoner
Complexities on the financial horizon
We carefully consider the issue that matter to you–such as investment risk and opportunity, rising medical costs, longevity, Social Security and Medicare. In developing retirement strategies to suit your needs, we focus on an income stream you can depend on.
Based in Huntersville, North Carolina, our team is readily available to serve the needs of pre-retirees and retirees in the region – including Charlotte, South Charlotte, Cornelius, Mooresville, Davidson, Denver, Concord and the Lake Norman area.
Supporting our Lake Norman Communities
Investment professionals serving clients for decades. We are grateful for the opportunity to give back.
Making A Difference
Community of Faith, El Salvador Chuck and Eileen Stoner - Food for the Poor
The Stoner Group podcast library
Listen to insights from The Stoner Group.
Our office locations
Lake Norman Office