Independent Advisor

No "taxation without representation"! 

Limestone Financial Group has declared independence and is there to provide ongoing financial and investment advisement to our clients.  We are not working with or attached to a bank, wirehouse or insurance company, nor are we paid to sell proprietary products.  We work for you!

We treat our clients like people and not like #'s.  We don't decide to work with someone because of a minimum account size not being met.  We are equipped to charge a consulting or planning fee for our services determined by the scope of services we are hired for.  Many prefer this arrangement because of its transparency.   Email us now for our consulting or planning agreement.