Flagstone Financial Management LLC

EST. AUM
$467,767,160

CONTACTS

CLIENT ACCOUNTS
353

Firm Details

Metro area Lincoln
CRD Number 285484
Website flagstonefm.com
Client types

Overview

Flagstone Financial Management LLC is a fee-only RIA headquartered in Lincoln, NE, founded in 2016. The firm provides comprehensive financial planning and investment management to accomplished entrepreneurs, pre-retirees, retirees, and women navigating life transitions. Flagstone operates as a fiduciary with no investment minimums per se, though it typically serves clients with at least $1 million to invest or $400,000 in annual income.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Flagstone Financial Management LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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