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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2015
- Office Locations
- 1
Office Locations
About Stone Pine Financial Partners
Stone Pine Financial Partners is an RIA serving retirees and pre-retirees (typically 55+) with retirement-income focused planning and ongoing portfolio management. The team—CFP professionals and retirement income specialists—builds portfolios balancing growth and safety to support sustainable withdrawals, and coordinates tax strategies (e.g., Roth conversions and withdrawal sequencing) alongside housing and estate planning. Portfolios are implemented largely with ETFs; custody includes Schwab and Vanguard.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW HARROD HERRON
Advisor, Managing Partner
- CRD
- #4594408
- Ownership
- 50% but less than 75%
KEVIN J. MANNING
Advisor, Chief Compliance Officer, Managing Partner
- CRD
- #4642522
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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MYRIAH LIPKE
Financial Advisor
- CRD
- #7352910
ABIGAIL ELIZABETH SCHMID
Associate Advisor
- CRD
- #7878756
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $256,750,667 | $372,642 |
| Non-Discretionary | $0 | -- |
| Total | $256,750,667 | $372,642 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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