StatonWalsh
StatonWalsh is a subscription-based financial advisory firm serving business leaders and high-net-worth families with integrated personal, business, and corporate retirement plan consulting across eight industry verticals from its Timonium, Maryland headquarters.
- Company typePrivate
- Founded2019
- HeadquartersLutherville Timonium, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What StatonWalsh does
StatonWalsh is a privately held, subscription-based financial advisory firm founded in 2019 by Ryan Staton and Devin Walsh and headquartered in Timonium, Maryland. The firm exclusively serves business leaders and high-net-worth families, delivering integrated personal and business financial planning through a structured engagement model (the Living Financial Plan), with a 7-step onboarding process and quarterly Matter of Importance Review Meetings. Revenue is generated primarily through monthly subscription fees across personal planning (Living Financial Plan and Wealth Builder programs), business consulting, corporate retirement plan consulting (401(k), 403(b), profit-sharing), and a corporate financial wellness program (Financial Clarity 365). Securities and investment advisory services are offered through Founders Financial Securities, LLC as the registered broker-dealer and RIA intermediary.
The firm operates a multi-vertical specialization strategy across eight industries: Construction/Contractors, Entrepreneurs, Executives, Government Contractors (GovCon), Healthcare, Nonprofits, Real Estate, and Oil & Energy. Its underlying technology stack includes a secure client portal and mobile app (the Elements App), Microsoft Azure cloud infrastructure, end-to-end encrypted communications, and integrations with multiple custodians (Charles Schwab, Axos, AssetMark, Betterment) and investment platforms (Betterment for low-cost ETF portfolios, Orion for direct indexing, and Maple Capital for high-net-worth CFA-managed portfolios). Marketing and distribution rely on an educational content engine—an active blog, the Wealth Builders Podcast, newsletters, live webinars, and Calendly-driven discovery scheduling.
StatonWalsh is a small, founder-led firm with no disclosed institutional funding, headcount, or revenue. The business model emphasizes transparency and recurring subscription revenue rather than AUM-based fees, differentiating from traditional asset-manager-led RIA models. Geographic reach is domestic-only, anchored at a single Maryland office, with no evidence of multi-office expansion or international operations.
StatonWalsh firmographics
Firmographics- Name
- StatonWalsh
- Legal name
- StatonWalsh
- Website
- https://statonwalsh.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- StatonWalsh is a subscription-based financial advisory firm serving business leaders and high-net-worth families with integrated personal, business, and corporate retirement plan consulting across eight industry verticals from its Timonium, Maryland headquarters.
- Ownership category
- akta.pro rank
StatonWalsh industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (52394), Other Scientific and Technical Consulting Services (54169)
- SIC
- Investment Advice (6282), Services-Management Services (8741)
- akta.pro primary industry
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)
- akta.pro secondary industries
- Private Banking & UHNW Wealth Advisory (FSAEABAC), Digital/Hybrid Private Wealth (Robo-Enabled HNW Service) (FSAAABAO)
Keywords
Where StatonWalsh is headquartered
LocationHeadquarters
- HQ city
- Lutherville Timonium
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
StatonWalsh business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Monthly Subscription - Business Consulting: Business consulting operates on a monthly subscription pricing model providing consistent, ongoing business consultation services without hidden costs. This model promotes transparency, holds the firm accountable, and adjusts to evolving financial needs.
- Monthly Subscription - Living Financial Plan: Comprehensive financial planning model where clients retain the firm on a monthly subscription basis for ongoing consulting on any financial matter. The engagement is an ongoing process to analyze, adjust and implement a financial roadmap.
- Wealth Builder Program: Foundational planning model for people in the accumulation phase of their financial journey, providing a roadmap to eventual comprehensive financial planning.
- Corporate Retirement Plan Consulting: Consulting services for 401(k), 403(b), profit-sharing and other company-sponsored retirement plans, including plan design, benchmarking, fiduciary governance, and employee education.
- Portfolio Management: Investment management services through platforms including Betterment (low-cost ETF investing), Orion (direct indexing), and Maple Capital (high-net-worth CFA-managed services).
- Financial Wellness Program: Financial Clarity 365 comprehensive financial wellness program including live webinars, financial advisor access, and financial planning app for corporate clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Comprehensive Living Financial Plan - Full-service financial planning for clients seeking to organize and coordinate their financial lives with ongoing analysis and implementation support. |
| Subscription | Monthly | Wealth Builder Program - Foundational planning for individuals in the accumulation phase of their careers. |
| Subscription | Monthly | Business Consulting - Monthly subscription for ongoing business consultation services. |
| Subscription | Monthly | Corporate Retirement Plans - Consulting on 401(k), 403(b), pension, profit-sharing plans. |
| Subscription | Monthly | Corporate Retirement Plan Design - Customized retirement plan consulting. |
| Subscription | Monthly | Financial Clarity 365 - Financial wellness program with webinars, advisor access, and planning app. |
| Other | Monthly | Betterment Platform - Low-cost ETF investing for cost-effective diversified investment options. |
| Other | Monthly | Orion Platform - Direct indexing into individual stocks for hands-on approach. |
| Other | Monthly | Maple Capital - Personalized CFA and investment team for high-net-worth clients. |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels6 records
StatonWalsh product offering
Product offeringCore offering
StatonWalsh is a financial advisory firm that delivers subscription-based personal financial planning, business consulting, corporate retirement plan design, corporate financial wellness programs, and portfolio management services. The firm serves business leaders and high-net-worth families through structured advisory engagements, with specialty expertise across eight industry verticals including construction, healthcare, government contracting, real estate, and oil and energy.
Product overview
StatonWalsh is a financial advisory firm offering a comprehensive suite of advisory services for business leaders and high-net-worth families. The firm operates on a monthly subscription pricing model for business consulting and offers multiple service lines: Personal Consulting (Living Financial Plan/Comprehensive and Wealth Builder programs), Business Consulting (valuation, exit planning, key person planning, executive compensation), Corporate Retirement Plan Consulting (401k, 403b, profit-sharing), Financial Clarity 365 corporate wellness program, and Portfolio Management across multiple platforms (Betterment, Orion, Maple Capital). The firm serves targeted industry verticals including construction/contractors, entrepreneurs, executives, government contractors, healthcare, nonprofits, real estate, and oil & energy. The Elements App provides clients with mobile access to track their financial progress.
Differentiator
Problem solved
Functional benefit
Brands
- Financial Clarity 365: A comprehensive financial wellness program that helps employees take control of their financial future with live webinars, financial advisor access, and a financial planning app.
Products and services
- Personal Consulting Financial advisory service for individuals and high-net-worth families to understand, prioritize, and execute their financial matters of importance, delivered through an ongoing subscription engagement.
- Living Financial Plan (Comprehensive) Comprehensive financial planning program operating on a monthly subscription basis with a structured 7-step process covering relationship building, discovery, goal planning, protection, cash flow and tax, investing and savings, retirement planning, and quarterly Matter of Importance Reviews.
- Wealth Builder Program Foundational subscription-based financial planning program for individuals in the accumulation phase of their careers, providing a roadmap to eventual comprehensive financial planning.
- Business Consulting Monthly subscription advisory service for entrepreneurs and businesses covering business valuation, exit and succession planning, key person planning, and executive compensation strategies.
- Corporate Retirement Plan Consulting Consulting service for 401(k), 403(b), profit-sharing, pension, and other company-sponsored retirement plans, including plan design, committee formation, benchmarking, fiduciary governance, investment management, and employee education.
- Financial Clarity 365
Companies that use StatonWalsh
Customer profileSegments8 records
Ideal customer profiles6 records
StatonWalsh technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature6 records
StatonWalsh partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core, premium and minor.
- Charles SchwabcoreCustodian for advisory assets with unrivaled security authentication and data safeguarding measures. Charles Schwab provides the platform for holding and managing client investment assets.
- AxoscoreCustodian for advisory assets providing security authentication and data safeguarding measures for client assets held at the firm.
- AssetMarkcoreCustodian for advisory assets with security authentication and data safeguarding measures for client investment accounts.
- BettermentcoreCustodian and investment platform offering low-cost ETF investing for clients seeking cost-effective and diversified investment options. Also used as a custodian for advisory assets.
- Founders Financial Securities, LLCcoreIndependent firm acting as intermediary between StatonWalsh and client assets. Provides compliance and oversight, acting as a protective shield for client assets. Securities and Investment Advisory services offered through Founders Financial Securities, LLC. Member FINRA/SIPC and Registered Investment Advisor.
- Microsoft AzurecoreCloud infrastructure provider for secure data storage and redundant security measures. Microsoft cloud services house the firm's entire infrastructure and data reserves with consistent backups.
- OrioncoreInvestment platform for clients interested in direct indexing into individual stocks, providing a robust and flexible platform for a more hands-on approach to investing.
- Maple CapitalpremiumInvestment management partner for high-net-worth clients providing access to dedicated CFA and investment team with sophisticated investment management tailored to unique needs.
- ElementscoreFinancial planning app provider powering the Financial Clarity 365 program. Available on App Store and Google Play Store, providing tools for tracking equity rate, estate status, insurance rate, savings rate, and other financial metrics.
- Associated Builders and ContractorsminorProud member organization providing networking and resources for construction industry professionals. Affiliation signals expertise in construction financial planning.
- construction401k.comminorPartner for construction-specific retirement plan resources and expertise, helping design retirement plans that meet construction employees' needs.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
StatonWalsh competitors and assessment
Company assessmentBroad incumbents
- Creative Planning: Creative Planning is a large national RIA offering comprehensive financial planning, investment management, and corporate retirement plan consulting. While significantly larger than StatonWalsh, it competes for the same business-owner and HNW client segment with similar integrated planning offerings.
- Carson Group: Carson Group is a national wealth management firm that supports advisors and serves business owners and HNW families with financial planning, retirement plan consulting, and financial wellness programs. Comparable service mix and target client to StatonWalsh.
- Edelman Financial Engines: Edelman Financial Engines is one of the largest independent RIAs, combining financial planning with corporate retirement plan services and financial wellness programs. Directly comparable to StatonWalsh's integrated personal-plus-corporate offering.
- Personal Capital (Empower): Personal Capital (now part of Empower) is a hybrid digital wealth manager combining technology-driven portfolio management with human advisory services for HNW clients. Competes with StatonWalsh's tech-enabled financial planning offering.
- Wealth Enhancement Group: Wealth Enhancement Group is a national RIA platform serving HNW clients with financial planning, investment management, and retirement plan services. Broader and larger than StatonWalsh but competes for the same client segment.
Direct peers
- SignatureFD: SignatureFD is a fee-only financial planning and investment management firm serving HNW families, entrepreneurs, and corporate executives. Directly comparable in client focus (business leaders and HNW) and integrated personal/business planning model.
- Modera Wealth Management: Modera is a mid-sized fee-only RIA providing comprehensive financial planning, investment management, and tax services to business owners and HNW families. Closely aligned with StatonWalsh's holistic, subscription-style advisory model.
- Buckingham Strategic Wealth: Buckingham is a national fee-only RIA specializing in evidence-based financial planning and investment management for HNW individuals and business owners. Comparable in service scope and target client to StatonWalsh.
- Halbert Hargrove: Halbert Hargrove is a fee-only RIA offering comprehensive wealth management and financial planning for HNW individuals and families, including retirement plan services. Similar service mix and client profile to StatonWalsh.
Emerging players
- Facet Wealth: Facet Wealth is a digital-first financial planning firm offering flat-fee subscription advice to HNW clients. Comparable in subscription pricing philosophy and HNW focus, but delivers advice remotely rather than via in-person relationships.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
StatonWalsh social profiles
Digital presenceStatonWalsh financial estimates
Financial estimateRevenue estimate
Valuation estimate
StatonWalsh leadership team
Management profileNumber of profiles
Profiles2 records
StatonWalsh funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
StatonWalsh 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 StatonWalsh
What does StatonWalsh do?
StatonWalsh is a financial advisory firm that delivers subscription-based personal financial planning, business consulting, corporate retirement plan design, corporate financial wellness programs, and portfolio management services. The firm serves business leaders and high-net-worth families through structured advisory engagements, with specialty expertise across eight industry verticals including construction, healthcare, government contracting, real estate, and oil and energy.
Is StatonWalsh a public or private company?
StatonWalsh is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was StatonWalsh founded?
StatonWalsh was founded in 2019. It employs 1 to 10 people.
Where is StatonWalsh based?
StatonWalsh is headquartered in Lutherville Timonium, United States, in the North America region.
How does StatonWalsh make money?
Six revenue lines are on record. Monthly Subscription - Business Consulting is the primary driver. The others are monthly Subscription - Living Financial Plan, wealth Builder Program, corporate Retirement Plan Consulting, portfolio Management and financial Wellness Program.
Who are StatonWalsh's main competitors?
Broad incumbents on record are Creative Planning, Carson Group, Edelman Financial Engines, Personal Capital (Empower) and Wealth Enhancement Group. Direct peers are SignatureFD, Modera Wealth Management, Buckingham Strategic Wealth and Halbert Hargrove. Facet Wealth is listed as an emerging player.
Does StatonWalsh have an API?
No public API is recorded for StatonWalsh.
What industry is StatonWalsh in?
StatonWalsh's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAABAE, Private Wealth Planning (Tax, Estate & Succession), with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 52394 and its SIC code is 6282.