top of page
Illuminated waterfront at night with lights reflecting on water
Presque Isle Lighthouse Beach in Erie, Pennsylvania
Sunny sandy beach with dunes and blue sky

Welcome to Stoner Financial Management

Our Mission

To partner with our clients to overcome their challenges and obstacles by creating and implementing a financial plan to meet their investment, financial and wealth building goals. Our primary expertise focuses on working with retirees and people approaching retirement. 

Our Experience

Our family business, which is now in its fifth decade, has given us the extensive experience and expertise to guide our clients through a successful and prosperous retirement.

With integrity and attention to detail we are committed to providing consistently superior service, ongoing review meetings, educational client meetings, timely and relevant communication and client appreciation events. We do all of this in our effort to build valuable long term relationships.

Please feel free to contact us with any questions.

Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck