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As part of my commitment to provide you with the most outstanding independent financial services, I have decided to change my Broker/Dealer affiliation from Voya Financial Advisors to SagePoint Financial. In addition, as part of this transition, I am excited to partner with Bury Financial Group. This change comes as a result of changes Voya has been making over the past year that limit how I manage my business. My affiliation with SagePoint Financial and Bury Financial Group allows me to continue to service my client accounts in the same capacity I have been and will provide opportunity for upgraded service, greater investment options and better reporting capabilities.

The Lord opened doors for me that I trust will allow me to continue to serve Him first in this business venture. My mission remains the same, even at Bury Financial Group, which is to educate and empower our clients to make prudent, informed investment decisions and build trusting and sincere relationships with them so that with our help and guidance they can live their best life and experience financial confidence and freedom.

Please visit www.buryfinancial.com or contact me by phone at (330) 716-1956
or email at kelcie@buryfinancial.com with any question you may have.

At Living Stone Wealth Management, we strive to build trusting and sincere relationships by educating and empowering our clients to make prudent, informed investment decisions. With our professional guidance, we’ll collaborate with you to develop a customized, strategic plan to reach your financial goals. Living Stone’s promise is to engage in clear and transparent communication at each step of the process. Our ultimate goal? For each and every one of our clients to live their best life, with financial confidence and freedom.

When you choose Living Stone Wealth Management, you’re choosing to work with people who care about your needs and always put them first.

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Our Services

Through investment management, financial planning, retirement plan selection and insurance solutions we’ll create a plan to guide you in making sound investment decisions.  

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About Us

Living Stone is committed to excellence in all aspects of wealth management. We tailor investment strategies around each client and base each on our firmly grounded values of truth and integrity.

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Living Stone advisors share insight on financial issues, curating the best available information on a variety of subjects from estate planning to lifestyle balance and tax strategies.

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Request a Consultation 

Living Stone Wealth Management understands that financial freedom and stability go beyond financial advice. We take each client relationship seriously. It’s important to spend time getting to know your unique situation in order to provide sound insight into areas that affect your life and your finances. Send us a message and we’ll get in touch with you to schedule an initial complimentary consultation.

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