Alana Stone, CFP^®

Managing Partner

Heydorn Stone Capital Management, LLC

2039 Palmer Ave, Ste 202
Larchmont, NY 10538-2483

FINANCIAL ADVISOR'S WEBSITE

https://heydornstone.com/

(914) 752-5300 CONNECT WITH Alana

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We are fee-only advisors. All money management and financial planning is included in one fee which is deducted directly from our clients' investment account.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

My Links

Website

General

Alana Stone is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Heydorn Stone Capital Management, LLC in Larchmont, NY and the surrounding communities.

Financial Advisor Overview

You work hard to ensure your financial security. And as much as you’d like to have an investment plan in place, it takes time, knowledge and tools to develop and monitor a plan. As life has progressed, you’ve probably learned to outsource tasks making time for what you enjoy. That’s where we come in. We are Certified Financial Planners® with decades of investment experience. We have the systems, experience, tools and time to do the work for you. Whether you’re someone who’s just getting started, experienced a life event or someone who doesn’t have the time or interest anymore – most of our clients are just like you.

Financial Advisor Experience

Simply put, we are your Fiduciary. That means we work for you. After years of working for some of the largest financial service companies in America, we realize the importance of working for you – not the bank, not the insurance company, not the brokerage firm. This alleviates conflicts of interest, quotas and propriety product pushes.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Accounts are held with Schwab Institutional.

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Life Planning, Retirement, Sudden Wealth

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We are fee-only advisors. All money management and financial planning is included in one fee which is deducted directly from our clients' investment account.