Turning Hard Work Into a Confident Retirement

You've built your life and finances through hard work, not luck. Now it's time to enjoy it with clarity, confidence, and a plan you actually understand.

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Who is 5 Stone Built For?

We help people who value discipline, honesty, and hard work plan for a confident retirement.

Skilled Trades

Ready to put down the tools and enjoy hard-earned benefits

Retirees

Seeking steady, flexible, tax-smart income

Families

Aligning wealth with legacy

Our Back 9 Blueprint is designed for people just like you. It's not about products, predictions, and jargon. It's about creating clarity and direction so you can live your next chapter on your terms.

What Sets Us Apart

Our approach is built on depth, not volume. We focus on meaningful relationships and thoughtful strategies that give you confidence throughout retirement.

100 Clients or Less

We are not driven by volume, we are driven by depth of relationships. As a result, we limit our client base to a maximum of 100 clients per advisor. This allows us to dedicate the time and attention you deserve, addressing your unique retirement needs.

The Back 9 Blueprint

Our signature planning process, the Back 9 Blueprint, is designed to bring you clarity, confidence, and structure in your retirement years, reflecting our commitment that extends beyond investment management to building a plan you can live by.

The Income Reserve Strategy

Retirement shouldn't feel like waiting for the markets to cooperate. The Income Reserve Strategy is designed to give you the confidence to stay the course, even when there are bumps in the road.

Clarity Creates Confidence

You don't need to beat the market to retire well. You need a clear plan that reduces anxiety and helps you make informed decisions.

Our Core Values

Client First Stewardship

We put our clients' goals, families, and futures at the center of everything we do.

Lifelong Learning

To better serve our clients and lead with confidence in a changing world.

Long-Term Thinking

We act with the future in mind, building strategies, plans, and relationships that last.

Legacy Mindset

Planning extends beyond the individual. We care deeply about the impact we leave on our families, faith, communities, and organizations we care about.

Discipline

We lead with conviction, not emotion. Holding true to our principles, giving our clients clarity and confidence to navigate uncertainty.

Learn About Our Process

Ready to see how the Back 9 Blueprint can work for you? Let's start with a conversation.

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