INDEPENDENCE | INFORMATION | INSIGHT | IMPLEMENTATION

Every financial decision you make will impact your lifestyle and your future. They may be brilliant decisions or choices that take you further from your goals; but in either case, they’ll have an impact. That’s why entrepreneurs, families, business owners, professional athletes and business professionals seek out Stonehaven Financial Group: we help them make decisions that move them toward the life and future they want.

Independence

Stonehaven Financial Group is an independently owned, boutique, comprehensive financial planning firm with access to everything the market has to offer. Decisions are driven by you, not our suppliers.

Information

You know there is a lot of information out there and we will help you understand that which is relevant to your specific scenario, not everyone else’s.

Insight

You, your family and your business will benefit from our collective experience. Our collaborative approach offers you great insight in all aspects of our conversations and work together, no matter which member of our team serves you.

Implementation

Your personal financial security is important. We are passionate about progress and helping you get things done to achieve your goals.

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Better Financial Decisions

Clarity leads to decisions.
Decisions lead to results.
Results lead to confidence.
Our client families end up in a different place, and achieve better results, because we start in a different place.

Team

A WEALTH OF KNOWLEDGE AND EXPERIENCE TO SERVE YOU BETTER.
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Scott D.C. Harris

CERTIFIED FINANCIAL PLANNER®
Investment Advisor

CPCA, CLU, CFP

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Bob Fleischacker

CERTIFIED FINANCIAL PLANNER®
Investment Advisor

CEA, CHS, CLU, CFP

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Robbie Fleischacker

CLU

Associate Investment Advisor

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Robb Wismer

CEA

Associate Investment Advisor

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Sean Ross

Certified Employee Benefits Specialist

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Ben W. Kizemchuk

Portfolio Manager and Investment Advisor

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Matthew Mitchell

Associate Investment Advisor

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Gayle Shannon

Insurance Co-Ordinator

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Sharon Beresford

Executive Assistant

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