Michael Stone
Your financial journey is just that. It is a journey. And it is yours. I am just here to help you with each step. First, we can chart a coarse based on your unique challenges and opportunities, and then we will make that journey together. With our focus on the road ahead, we will navigate clear of false shortcuts and wrong turns. I’m excited to take these first steps with you.
A little about myself, my name is Michael Stone. I live in Sarasota, FL with my wife, Kayla, and our 3 children, Jordan, Adelaide, and Stephen. They are my world, and I love talking about them. In addition to being a financial advisor, I am also a worship leader at my church. I love to run, play basketball, and ride roller coasters. Please tell me about yourself!

Schedule a Call
We’ll start with a conversation to get to know each other

Meet Up
We’ll set up a time to meet in person or virtually

Get a Plan
I’ll present you with a customized plan based on your goals

