Fieldstone Financial Management Group
Fieldstone Financial Management Group

Tel: 800-888-5164

20 Cabot Blvd. Suite 300
Mansfield, MA 02048

Advice. Not Products.

About Fieldstone Financial Management Group

The Fieldstone Financial Management Group is a specialized financial planning and investment advisory firm that works with people that are serious about taking control of their financial future. With roots dating back to 1965, we are one of the oldest, continuously operating Fee-Only financial planning and investment advisory firms in the United States. Whether youre planning to fund a college education for a child or grandchild or working towards a comfortable retirement, we can help you achieve your goal. We offer no investment or insurance products and have no hidden agendas. Therefore, you can rest assured that each of the financial strategies we recommend is motivated solely by our interest in helping you achieve the goals you set forth.

The Fieldstone Financial Management Group has been listed in Forbes Magazine by Goldline Research as one of the Top 10 Most Dependable Advisors in the Northeast and Mid Atlantic and has been recognized by Bloomberg Wealth Manager Magazine as one of the Top 150 Wealth Managers in the Country every year since they began ranking advisors. We are a NAPFA registered Fee-Only financial management and investment advisory firm and as such, we earn nothing from any strategy or product we recommend.

Fieldstone Financial Management Group

Kristofor R. Behn, CFP® President & Founder

For the better part of the last two decades, Kristofor has set the course that many independent, fee-only financial planning and investment management firms are now attempting to follow. Kristofor has developed an objective approach to providing advice that is extremely rare in todays fast paced, profit driven financial services industry. Through strategic merger and acquisition, Kristofor has established a truly impressive financial planning and investment advisory presence in the Eastern United States. Through those efforts, Kristofor has surrounded himself with a highly trained team of advisors to ensure that the firms custom tailored financial strategies are as unique as they are effective.

My Team

Jonathan H. Loer, CFP®

Director of Portfolio Management Jon has spent most of his time here at the Fieldstone Financial Management Group refining and improving our approach to investment management. As a result, we provide our clients with a combination of state of the art investment tools and disciplined strategies that are simply unmatched in the industry today.

Christopher L. Dowley Christopher L. Dowley

Christopher L. Dowley, RLP, CFS, CLU, CHFC Senior Planner Chris has been practicing in the financial services industry for nearly thirty years. As a Registered Life Planner®, Chris adds a unique perspective to the collaborative team environment here at the Fieldstone Financial Management Group.

David Summers, CFA®

David has specialized in portfolio allocation, analytics, closed-end fund research and trading for nearly two decades. David is an instrumental part of our ongoing investment management process and is retained to provide tactical counsel to the firm.

David J. Drucker, MBA, CFP®

Dave started his own fee-only financial advisory firm in the Washington, D.C. area in 1981 after working as a financial analyst in government and private industry for more than ten years. In 1998, David made the decision to move his family and his firm, Sunset Financial Management, Inc., to Albuquerque, New Mexico and later merged his firm into the Fieldstone Financial Management Group. While Dave is largely retired from the day-to-day activities here at the Fieldstone Financial Management Group ...more

Alan Benson Brown, CFP®

Alan worked in the financial services field for more than 30 years. He founded Delmarva Limited, the first fee only financial planning firm in Delaware, which he later merged into the Fieldstone Financial Management Group. While Alan has fully retired from the day-to-day activities here at the Fieldstone Financial Management Group, he is retained to provide tactical counsel to the firm.

Khash Montazami

Khash worked in the financial services industry for more than 20 years. Khash founded Xerxes Financial Group in 1996 which he later merged into the Fieldstone Financial Management Group. While Khash has retired from the day-to-day activities within the financial services industry, he is retained to provide tactical counsel to the firm.

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