Dakota
Dakota
Book a Demo
Talk to an Expert

Stonedam Financial Advisors

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Philadelphia
CRD Number
Website stonedamfinancialadvisors.com
Client types

Overview

Stonedam Financial Advisors is a full-service wealth management practice based in Rosemont, Pennsylvania. The firm focuses on holistic financial planning and integrated wealth management, helping clients navigate major life stages such as wealth accumulation, retirement, business transitions, and sudden life changes. Stonedam Financial Advisors builds custom “wealth guidelines” that coordinate investment management, tax-aware strategies, retirement income planning, and risk management. Investment advice is offered through Private Advisor Group, a registered investment advisor, and securities are offered through LPL Financial, Member FINRA/SIPC. The team emphasizes straightforward advice, coordinated planning, and long-term relationships designed to help clients build, grow, protect, and preserve wealth across life’s transitions.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy