The "Fee Only Advantage" is that we're always on the same team.


Our loyalty to our clients is absolute and uncompromising and in return, we earn their trust. Too many large "Wall Street" firms have spent the last decade pushing their in-house products that carry large commissions and hidden fees, thereby creating an inherent conflict of interest. Unlike traditional stockbrokers and financial planners, Stonebrook Investment and its advisors have a legal fiduciary responsibility to work only in the best interest of our clients and we can not accept commissions or other financial inducements from the sellers of financial products.

Stonebrook Investment, as a registered investment advisory firm, is committed to helping people pursue their financial goals by offering a wide range of investment choices based solely on their merits. We believe you will be better able to identify your goals and make sound decisions with our unbiased and objective financial advice.

We are dedicated to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We are obligated to know and understand your financial situation and then provide you with only the highest quality information, services, and products to help you reach those goals.

"Investing is all about making choices. We are here to make sure that you choose wisely."      Mark Burkhardt, Portfolio Manager

 

 


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck