Illuminated waterfront at night with lights reflecting on water

Presque Isle Lighthouse Beach in Erie, Pennsylvania

Sunny sandy beach with dunes and blue sky

Welcome to Stoner Financial Management

Our Mission

To partner with our clients to overcome their challenges and obstacles by creating and implementing a financial plan to meet their investment, financial and wealth building goals. Our primary expertise focuses on working with retirees and people approaching retirement.

Our Experience

Our family business, which is now in its fifth decade, has given us the extensive experience and expertise to guide our clients through a successful and prosperous retirement.

With integrity and attention to detail we are committed to providing consistently superior service, ongoing review meetings, educational client meetings, timely and relevant communication and client appreciation events. We do all of this in our effort to build valuable long term relationships.

Please feel free to contact us with any questions.

Newsletters

What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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More Newsletters

Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators