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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.

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Use this calculator to determine whether you qualify for the different types of IRAs.

Compare the potential future value of tax-deferred investments to that of taxable investments.

This calculator can help you estimate your annual federal income tax liability.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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