Stone House Investment Management
Stone House Investment Management is a Pennsylvania-based SEC-registered RIA serving retirees, pre-retirees, business owners, and employees of P&G, Cargill, and PA public schools across five PA and OH offices, using proprietary strategies like Diversidex and LifeStack.
- Company typePrivate
- Founded2006
- HeadquartersTunkhannock, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Stone House Investment Management does
Stone House Investment Management is a privately held, SEC-registered investment advisory firm headquartered in Tunkhannock, Pennsylvania, founded in 2006. The firm serves individual households — primarily retirees, pre-retirees, business owners, and employees of named corporate and public-sector employers including P&G, Cargill, and Pennsylvania public schools — across five physical offices in Pennsylvania and Ohio. Its core offering combines financial planning with proprietary investment frameworks, including the Diversidex® low-cost ETF strategy, the LifeStack® retirement-income framework, FLEX risk management, and FutureYou Analysis, delivered through an advisor-led model supported by in-person seminars and the Blue Collar Wealth podcast.
The firm's business model is a traditional fee-based RIA structure, charging approximately 1% advisory fees on managed assets, supplemented by financial-planning engagements. Client acquisition is channel-driven rather than institutional: it relies on employer-vertical partnerships, regional seminar marketing, and content distribution through the podcast. The firm employs roughly 22 professionals across advisor, planning, marketing, operations, and executive roles, including multiple CFP®, CEPA, and CFA charterholders.
Strategically, Stone House has shifted in 2025 toward a more professionalized operating model, adding dedicated executives in M&A, marketing, and advisor recruiting while opening its first Ohio office. These moves indicate a stated intent to scale via both organic channel expansion and potential tuck-in acquisitions of peer RIAs, consistent with a regional consolidator thesis rather than a national rollout.
Stone House Investment Management firmographics
Firmographics- Name
- Stone House Investment Management
- Legal name
- Stone House Investment Management, LLC
- Website
- https://stonehouseretire.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Stone House Investment Management is a Pennsylvania-based SEC-registered RIA serving retirees, pre-retirees, business owners, and employees of P&G, Cargill, and PA public schools across five PA and OH offices, using proprietary strategies like Diversidex and LifeStack.
- Ownership category
- akta.pro rank
Stone House Investment Management industry classification
Industry- Product category
- Retirement Planning & Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Estate & Legacy Planning Advisory (FSAEAAAG)
Keywords
Where Stone House Investment Management is headquartered
LocationHeadquarters
- HQ city
- Tunkhannock
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Stone House Investment Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Fees: Fee-based investment advisory services. The firm is an SEC-registered investment adviser and discloses fees in Form ADV 2. Services are not performed prior to delivery of Form ADV 2 disclosure document.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Investment Advisory Services - fee structure not publicly disclosed |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Stone House Investment Management product offering
Product offeringCore offering
Stone House Investment Management is an SEC-registered investment advisory firm that provides personalized retirement income planning, investment management, and holistic financial planning services to individuals approaching or already in retirement. The firm delivers advice through in-person consultations at five offices across Pennsylvania and Ohio, supported by virtual advising sessions, using proprietary investment strategies such as Diversidex (low-cost ETF allocation) and FLEX (in-house risk management), alongside a comprehensive LifeStack planning approach covering Social Security, healthcare, estate, and generational wealth planning.
Product overview
Stone House Investment Management is a Fiduciary Investment Advisor Firm that offers a unified investment management platform built around its proprietary strategies and client services. The core offering includes Diversidex®, a low-cost ETF-based investment strategy, combined with FLEX, an in-house risk management strategy. Their LifeStack® approach provides comprehensive financial planning covering retirement, insurance, estate, and wealth transfer. Supporting content includes the Blue Collar Wealth video podcast and Quarterly Investment Updates featuring their investment committee's market perspectives.
Differentiator
Problem solved
Functional benefit
Brands
- Blue Collar Wealth: Weekly video podcast produced by Stone House for everyday people interested in learning more about retirement income planning and personal money management strategies.
- Diversidex
- FutureYou Analysis
- LifeStack
- FLEX
Products and services
- Investment Advisory Services
- FutureYou Analysis
Companies that use Stone House Investment Management
Customer profileSegments5 records
Ideal customer profiles3 records
Stone House Investment Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Stone House Investment Management partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights5 records
Stone House Investment Management competitors and assessment
Company assessmentBroad incumbents
- Carson Group: RIA platform that partners with and acquires advisory firms, providing them with technology, investment, and back-office infrastructure. Comparable to Stone House's emerging roll-up ambitions signaled by its 2025 M&A director hire.
- Edelman Financial Engines: Large US RIA combining traditional financial planning with employer-sponsored retirement plan services. Overlaps with Stone House's retirement planning focus and corporate clientele (P&G, Cargill, etc.) through workplace retirement benefits.
- Commonwealth Financial Network: Independent broker-dealer and RIA platform serving mid-sized advisory firms with retirement planning focus. Comparable business model in supporting advisors serving mass-affluent and HNW clients across multiple geographies.
- CAPTRUST: Large RIA with strong retirement plan consulting practice for corporate clients, alongside private wealth services. Comparable employer-segment focus (P&G, Cargill, public-sector retirement plans) and pension advisory expertise.
- Cetera Financial Group: Network of independent RIAs and broker-dealer firms offering retirement and wealth planning services. Comparable mid-market positioning with multiple office locations and registered-adviser model.
- Creative Planning: One of the largest independent RIAs in the US, offering comprehensive retirement, tax, estate, and investment planning to individuals and families. Operates a multi-office national model with significantly greater AUM scale than Stone House but competing for the same client wallet.
Direct peers
- Halbert Hargrove: Mid-sized independent RIA focused on retirement planning and fiduciary wealth management for individuals and families. Comparable size, multi-office regional structure, and integrated retirement planning service model.
- Buckingham Strategic Wealth: Hybrid RIA offering fiduciary investment management and retirement planning with a strong focus on evidence-based portfolio strategies. Similar vintage and size profile to Stone House, with comparable registered-trademarked proprietary approaches.
- Mariner Wealth Advisors: Mid-market RIA with similar focus on retirement and wealth planning, growing rapidly through acquisitions of regional advisory firms. Comparable in offering integrated financial planning with proprietary tools and serving HNW and mass-affluent clients.
- Steward Partners Global Advisory: RIA partnership model supporting breakaway advisors from wirehouses, with concentration in retirement and wealth planning. Comparable multi-office regional structure and fiduciary advisory approach.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Stone House Investment Management social profiles
Digital presenceStone House Investment Management compliance and trust
Trust signalCompliance1 record
Stone House Investment Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Stone House Investment Management leadership team
Management profileNumber of profiles
Profiles15 records
Stone House Investment Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Stone House Investment Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Stone House Investment Management
What does Stone House Investment Management do?
Stone House Investment Management is an SEC-registered investment advisory firm that provides personalized retirement income planning, investment management, and holistic financial planning services to individuals approaching or already in retirement. The firm delivers advice through in-person consultations at five offices across Pennsylvania and Ohio, supported by virtual advising sessions, using proprietary investment strategies such as Diversidex (low-cost ETF allocation) and FLEX (in-house risk management), alongside a comprehensive LifeStack planning approach covering Social Security, healthcare, estate, and generational wealth planning.
Is Stone House Investment Management a public or private company?
Stone House Investment Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Stone House Investment Management founded?
Stone House Investment Management was founded in 2006. It employs 1 to 10 people.
Where is Stone House Investment Management based?
Stone House Investment Management is headquartered in Tunkhannock, United States, in the North America region.
How does Stone House Investment Management make money?
One revenue line is on record: investment Advisory Fees.
Who are Stone House Investment Management's main competitors?
Broad incumbents on record are Carson Group, Edelman Financial Engines, Commonwealth Financial Network, CAPTRUST, Cetera Financial Group and Creative Planning. Direct peers are Halbert Hargrove, Buckingham Strategic Wealth, Mariner Wealth Advisors and Steward Partners Global Advisory.
Does Stone House Investment Management have an API?
No public API is recorded for Stone House Investment Management.
What industry is Stone House Investment Management in?
Stone House Investment Management's product category is Retirement Planning & Investment Advisory. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 523940 and its SIC code is 6282.