We know there are many qualified professionals to whom you can turn to for financial help.

You may turn to some for investment management, others for planning and insurance related matters, still others for legal or tax issues.

It has been our experience over the last thirty-five years that few are capable of meeting the overall financial needs of a successful client.New clients consistently express their frustration that even though they have received sound advice in a specific area, this advice is often without regard to their overall financial plan. They indicate that they want someone who can take the lead. They want someone who commits to their overall financial goals and who will develop and coordinate a comprehensive plan.

At Mapstone, we have built our firm to do exactly that. We would welcome the opportunity to discuss how our capabilities and experience could meet the financial needs of you or your organization.

Meet Our Advisors: click here

Our Firm is an innovative Financial Services Organization that is comprised of financial professionals with backgrounds in investments, law and consulting. Through this team we are able to deliver high quality, objective financial advice on the range of issues faced by business owners and other successful professionals.

Our Mission is to establish long-term relationships with clients  who expect and value technical competence, objective planning and personalized service. Our goal is to help build, manage and preserve our client’s wealth. We put our client’s interests first, act with integrity and honesty, and strive for excellence.

Our Clients  want creative ideas backed by technical expertise and personalized service. They are individuals and businesses that expect excellence and have made a firm commitment to achieving it themselves. Our clients want guidance in managing their affairs, they want to simplify their financial lives, and they are looking to enter into a long-term relationship with a trusted professional.