At BEYOND THE BOTTOM LINE PODCAST, we dive deep with powerhouse entrepreneurs, business owners, and high-achievers to uncover what success really looks like—beyond the numbers. We’re talking about life, health, wealth, legacy, dreams, challenges, and everything in between. Because there’s more to business than just the bottom line.
The Beyond the Bottom Line Podcast is intended for informational purposes only and should not be construed as investment advice or a recommendation regarding any specific product or service. All investments involve risk, including the potential loss of principal.
Small business is in Bob’s DNA. As a founding partner of Stone House Investment Management, he’s helped build the firm from the ground up into a thriving team managing over $700 million in client assets as of 5/31/25—a testament to his commitment, vision, and passion.
For Bob, success is about people. He believes that great businesses are built on relationships—both within the team and with clients. With this philosophy, he’s dedicated to expanding the firm’s services, finding innovative ways to partner with other advisors and professionals, and always staying ahead of the curve.
Bob’s entrepreneurial spirit and relentless drive keep him exploring new opportunities—both within wealth management and in the broader world of business. On Beyond the Bottom Line, he brings real-world insights and stories of building success from the ground up—lessons that go far beyond numbers.
CONNECT: LI
Maria grew up in the world of small business—her roots run deep as the daughter of third-generation Italian restaurant owners. That early education in hustle, service, and adaptability laid the foundation for her award-winning design and marketing agency, Inspired Studio, now thriving in its 13th year.
Over the past two decades, Maria has partnered with hundreds of entrepreneurs, executives, and marketing leaders nationwide, helping them build authentic, stand-out brands. Her creative problem-solving and curiosity fuel every project, empowering others to define and design their own success.
As a certified NeuroCoach, Maria guides motivated business leaders to rewire their beliefs and transform their lives using brain-based frameworks that tap into their true potential. As a speaker, she inspires audiences to “Find Their Golden Thread,” showing them how to uncover the subconscious beliefs that both drive and block their success.
CHECK OUT OUR LATEST EPISODES
AND GET INSPIRED BY REAL CONVERSATIONS THAT GO BEYOND THE SURFACE.
SUBSCRIBE & LISTEN TO THESE COMING EPISODES:
EMAIL US AT:
HELLO@BEYONDTHEBOTTOMLINEPODCAST.COM
CEPA® is a registered trademark
Opinions expressed on the Beyond the Bottom Line Podcast are those of the speakers and do not necessarily reflect the views of Stone House Investment Management, LLC (“Stone House”). Guests are not compensated for their participation, and their appearance does not constitute an endorsement of Stone House. Testimonials or success stories shared may not be representative of all clients and are not a guarantee of future results. Links to third-party websites are provided as a convenience and do not imply endorsement or approval by Stone House.
Disclosures:
Investment advisory services are provided by Stone House Investment Management, LLC, an SEC-registered investment adviser.
Stone House nor its representatives are affiliated with or endorsed by Procter and Gamble, Cargill, Coterra, Ingersoll-Rand Federal Credit Union (IRFCU) or PSERS. P&G is a registered trade mark of Procter & Gamble.
Stone House utilizes paid client and non-client endorsers to support some of its events and referral programs. Endorsers receive de minimis non-cash compensation which could incentivize them to make this endorsement. Maximum total referral bonus in any calendar year is $1000.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
CEPA® is a registered trademark.
FORM CRS
ADV 2 Disclosure Brochure
Privacy Policy
Registration with the Securities and Exchange Commission does not imply that Stone House or its representatives have achieved a certain level of skill, certification or training or that the SEC approves of Stone House or its services.
No services will be performed prior to the delivery of our Form ADV 2, which is the disclosure document that outlines our business activities, fees and conflicts of interest. This is not a solicitation of service in any jurisdiction in which the Investment Advisor is not registered or is not exempt from registration. Please call for additional information if interested in learning more about our company and services.
Investments are not risk free and should be considered carefully by the client before investing in our strategies. Securities may lose value. See prospectuses and other disclosure documents for details of risks. Past performance is not an indication of future performance. Stone House® Investment Management, LLC does not guarantee the performance of any strategy or portfolio.
Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of Stone House® Investment Management, LLC as of the date of publication and are subject to change.
Fees listed on this site only represent fees charged by Stone House for services provided. Additional fees may be applied by third-parties depending on the services rendered. See ADV 2 for details.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Wealth Management Specialist ℠ and WMS ℠ designations are issued by the College for Financial Planning® And are subject to established standards of conduct.
You can verify designee status at http://cffpdesignations.com or call 800-237-9990.
This website is a publication of Stone House® Investment Management, LLC. The information presented is believed to be factual and up-to-date but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed.
Stone House®, Diversidex®, and LifeStack® are registered trademarks. All rights reserved.