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.

Medicare or Medicaid?

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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

Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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

Unpacking the Real Limitations on Unlimited PTO

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

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

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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