Broker Check

Stonehaven Financial Group

Stonehaven Financial Group

714-526-3777
[email protected]

Our Company

Stonehaven Financial Group is a full-service financial services firm with advisors that specialize in comprehensive financial planning and investment management for high-net-worth individuals, families, and business owners. In a business that is frequently unpredictable, we strive to provide a steadfast relationship for highly successful clients.

With over 50 years in combined industry experience, Stonehaven Financial Group prides itself on ensuring a truly consultative approach to help protect and grow the wealth of each of our clients. Each financial solution we may suggest is custom-tailored to our clients’ personal situations and temperaments, and delivered with an exceptional level of personalized service.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we make the following service commitments:

  • We will make an exceptional effort to understand your unique needs, and we will work with you to define those needs in considerable detail.
  • After taking the time to understand your unique needs, we will provide well-thought-out and viable counsel suited to those needs.
  • Continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
  • We will be highly responsive to any inquiries you may have.
  • We will keep keep all our communications with your confidential. As appropriate, your client information will be available to staff so our team can provide seamless support.
  • We will be in touch with you immediately if there’s pertinent information relating to your account
  • We will provide you with your Wealth Key, to unlock your potential for financial success.

If you have questions about your current financial situation, would like to request additional information, or to schedule an appointment, please send us an email or feel free to give us a call at 714-526-3777.