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.
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.
Jonathan H. Loer, CFP®
Christopher L. Dowley
David Summers, CFA®
David J. Drucker, MBA, CFP®
Alan Benson Brown, CFP®
Khash Montazami