# Stone House Investment Management, LLC
Source: https://planprovider.pro/provider/stone-house-investment-management-llc

> From its “Future You Analysis” process to in-house tools like FLEX and Diversidex®, Stone House Investment Management, LLC puts planning details and investme…

Retirement Plan Advisor

## About Stone House Investment Management, LLC

<p>From its “Future You Analysis” process to in-house tools like FLEX and Diversidex®, Stone House Investment Management, LLC puts planning details and investment costs front and center for clients who want a clear path to retirement.</p>

<p>With offices in Tunkhannock, Clarks Summit, Towanda, and Sayre, the firm works with clients across Northeastern Pennsylvania and the Northern Tier. Stone House provides investment management and financial planning for individuals, families, and business owners, with an in-house team that includes CFP® and CEPA® professionals.</p>

<p>Its planning work covers retirement income planning, estate planning, and risk management. Stone House also supports retirees, business owners, and employees connected to organizations such as P&amp;G, PA School Employees, and Cargill. For employer plans, the firm offers 3(21) fiduciary services and works as a <a href="/plan-advisors">plan advisor</a>.</p>

<p>Stone House reported $0.7B in AUM (2026) and publishes education content through the “Blue Collar Wealth” podcast and quarterly investment updates. A practical differentiator is the firm’s use of named, repeatable tools—like Future You Analysis and its proprietary platforms—to standardize how plans and portfolios are built and reviewed.</p>

<ul>
<li>3(21) fiduciary services for retirement plans</li>
<li>Investment management using FLEX and Diversidex® platforms</li>
<li>Retirement income planning</li>
<li>Estate planning and risk management support</li>
<li>Client education via “Blue Collar Wealth” and quarterly updates</li>
</ul>

Website: [https://www.stonehouseinv.com/](https://www.stonehouseinv.com/)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $669.9M

## Team Members

- **Robert Brown**, Co-Founder & Managing Partner, CFP®, CEPA®

- **Katie Johnston**, Lead Advisor

- **Raymond Stone**, Co-Founder & Managing Partner

- **Ben Robinson**, Lead Advisor

- **Kirk Lunger**, Partner

- **Sayer Martin**, Chief Investment Officer, CFA

- **Candice Lightfoot**, Chief Compliance Officer

- **Barbara Grimaud**, Senior Advisor, Esq.

- **Kurtis Medeiros**, Director of Mergers, Acquisitions, & Recruiting, CEPA®

- **Chad Taake**, Senior Advisor, CFP®

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