About Us

Where Every Piece of Your Plan Is Placed with Purpose

An arch stone is the wedge-shaped stone piece at the apex of a masonry vault or arch. The final piece placed during construction, the arch stone locks all the other stones into position. Structures with arch stones have withstood the test of time. So can your financial plan with a partner to support you. Our practice seeks to build that same stability into the structure of our clients’ financial strategies—stability established through our personalized approach as trusted advisors.

Founded in 2015, Archstone Financial has a long history in the financial industry. Our roots extend back several decades to Ameriprise Financial and its predecessor companies. We partnered with Cetera Advisor Networks as our broker-dealer. They stand behind our mission to help clients thrive in the midst of life’s most important decisions.

It’s About How We Apply Our Experience

With us, you’ll work with a team of seasoned advisors with a range of credentials. But it’s not just about letters after our names—it’s about how we apply that knowledge. We stay sharp to offer you thoughtful, strategic guidance rooted in best practices and tailored to your goals.

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Create a Blueprint with Holistic Strategies

At Archstone, we don’t just offer investment advice. We take a holistic approach to connect your whole wealth picture. By taking the time to understand where you are today and where you want to go, we build adaptable strategies that evolve with you through the transitions of life.

Make Every Decision with Clarity

We believe informed clients make better decisions. That’s why we prioritize education. From our first meeting to every milestone, we’ll help you understand your options, your plan, and your progress. We take the time to explain the “why” so you always feel empowered and in control.

Stay Sharpe About Your Finances

Staying informed about financial markets, wealth management, and smart investing strategies is crucial. That’s why we launched our Sharpe Minds podcast, hosted by Archstone advisor Michael Lafata.

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Our Core Values

Diligently pursue excellence.

As independent advisors, we are focused on evolving our experience to provide prompt, accurate responses to every request. We will work as hard as you do to reach your goals.

Prioritize strong relationships.

Client relationships are our most precious asset. We take the time to listen and understand your unique circumstances and dreams, building a solid foundation for our partnership so you can do more than you thought possible.

Empower with knowledge.

Life is full of major decisions—our passion is to lead you through them and help you feel confident. We inform, educate and empower you in your choices so you always understand the state of your wealth.

Navigate complex situations.

We simplify the complex and offer strategies for every life stage so you can focus on what’s important. Our team is here to manage the details of your wealth to keep you on track to the future you desire.

Working Together With:

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Who We Work With

We help a range of clients as they sort out the details of their financial circumstances. How can we help you?

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Our Approach

We take a holistic, thorough approach, starting with getting to know you. Let us help you make confident decisions.

How We Help

Contact Us

Connect with a credentialed advisor who will manage the details of your wealth so you can reach your goals.

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