Helping secure the next chapter of your life

The Stoner Group Charles C. Stoner, Eileen Stoner, Charles M. Stoner, Amy Lowe, Julie A. Stewartson, Teresa Mckee Chapman, Cindy Dodge

The Stoner Group






UBS Financial Services Inc. - Lake Norman Office
16810 Kenton Drive
Suite 310
Huntersville, NC 28078

“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.

Wealth management

  • In today's interchangeable world, successful investing requires finding a balance between risk and return
  • We want to help our clients find the right fix of investments by translating both opportunities and threats into action, and by connecting investment choices with outcomes

Retirement preparedness

We can help you tackle the most difficult questions as you prepare for retirement, such as:

  • Am I saving enough?
  • Will I outlive my assets?
  • How do I keep up my lifestyle?

Family legacy planning

"Who, when and how much?" These can be difficult questions to answer.

  • At The Stoner Group, we are committed to helping our clients protect wealth over generations
  • We work with local estate planning attorneys to develop legacy plans that marry client goals with solutions


  • Now more than ever, Healthcare coverage and costs must be addressed
  • Whether it is Medicare, Medicare supplements, prescription, or employer sponsored health coverage planning; we provide details and guidance so retirees can understand and succeed in this persistently challenging environment

Social Security

  • Most working Americans are not aware of the choices they will need to make when it comes to collecting their social security benefits
  • Our team of dedicated retirement planning professionals can provide anticipatory guidance to help you choose strategies that optimize your goals


Divorce brings multiple challenges both emotionally and financially. It can impact you and your family as well as your lifestyle and ability to pursue your long-term financial goals. We have extensive experience addressing the financial impact of divorce – before, during and after the event – to help you stay on track, navigate your "new normal" and potentially seek new opportunities.

Are you getting the advice you need to feel more confident through divorce? Together, we can find an answer.

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

Chuck and Eileen Stoner visit El Salvador

Chuck Stoner Visits Guyana 2018

The Stoner Group podcast library

Listen to insights from The Stoner Group.

Our office locations

Lake Norman Office
16810 Kenton Drive
Suite 310
Huntersville, NC 28078

SouthPark Office
6100 Fairview Road
9th Floor
Charlotte, NC 28210


Top of the Morning Podcasts

Top of the Morning daily podcasts

Planning for the lifestyle you want

Planning for the lifestyle you want