WELCOME TO STONE HOUSE
Investment Management
Where Care is Our Competitive Edge
See What “Care” Looks Like in Our Financial Office
At Stone House, we believe great planning starts with a relationship—not a transaction. You’ll get the tools you expect, plus the time, attention, and follow-through that can be hard to find at larger institutions.
Real conversations that consider your whole financial life
Proactive check-ins not just once a year
Direct support from a team that doesn't pass you around
Ongoing connection when life changes and decisions get complex
What Kind of Client Chooses to Work with Stone House?
If you’re looking for more from a financial institution—if you want a team built around care—you may be in the right place. Our clients value a relationship where advice comes with time, attention, and follow-through.
- You want an advisor who takes time to truly know your full financial life—not just your accounts
- You appreciate proactive check-ins more than once a year
- You want clear answers and a team that supports you through decisions, not just paperwork
- When questions come up, you want someone to help untangle them
- When life changes, you want to adjust together—not start over
- You value advocacy and responsiveness when something needs attention
Book Your Free Care Consultation
How It Works
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Start with a free consultation.
Fill out the form to request an appointment. We'll learn what brought you here and what you want your money to do for your life.
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Get a plan built around you.
We take time to understand your full financial picture and the tradeoffs behind your decisions.
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Stay supported.
We remain involved, help untangle questions as they come up, and follow through when something needs attention.
Request an Appointment
By submitting your information through this form, you agree to allow Stone House Investment Management to use the provided information for marketing purposes. This may include, but is not limited to, sending promotional emails, newsletters, and other marketing communications.
Stone House utilizes paid client and non-client endorsers/referrers to support some of its events and referral programs. Endorsers/referrers may receive cash or non-cash compensation per written agreement, which could incentivize them to make this endorsement.
Investments are not risk free and should be considered carefully by the client before investing in our strategies. Securities may lose value. Past performance is not an indication of future performance.
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.
Bradford County Office Locations
TOWANDA
(570) 627-6131
319 Main Street
Towanda, PA 18848
SAYRE
(570) 890-2827
107 S. Elmer Ave.
Sayre, PA 18840
Meet the Team
LARRY
ALDERSON, CFP®
Senior Advisor
KATIE
JOHNSTON
Lead Advisor
JENNIFER
SCHULTZ
Lead Advisor
LORI
BROWN
Client Relationship Manager
RILEY
SMITH
Client Relationship Manager
Leadership
ROBERT J.
BROWN, CFP®, CEPA®
Co-Founder &
Managing Partner
RAYMOND
“SCOTT” STONE
Co-Founder &
Managing Partner
JOHN
BURKE
Managing Partner
KIRK
LUNGER
Partner
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.
RETIREMENT
planning
Tailored strategies to help you achieve your retirement goals.
Our team works closely with you to create a plan that help you work toward a comfortable retirement based on your goals and circumstances.
All investing involves risk, including the potential loss of principal. No strategy guarantees results.
Stone House Services
Stone House is a fiduciary, meaning we are legally obligated to act in our clients’ best interests when providing investment advice.
RETIREMENT
planning
Tailored strategies to help you achieve your retirement goals.
Our team works closely with you to create a plan that help you work toward a comfortable retirement based on your goals and circumstances.
All investing involves risk, including the potential loss of principal. No strategy guarantees results.
INVESTMENT
management
Our personalized investment management services are designed to support your long‑term financial goals. We focus on creating a balanced portfolio that aligns with your financial goals and adapt to market changes.
All investing involves risk, including the potential loss of principal. No strategy guarantees results.
INVESTMENT
management
Our personalized investment
management services are designed
to support your long‑term financial goals.
We focus on creating a balanced
portfolio that aligns with your
financial goals and adapt to
market changes.
All investing involves risk, including the potential loss of principal. No strategy guarantees results.
TRUST
management
Our trust services offer comprehensive asset management and estate planning support designed to help ensure your assets are administered and distributed in accordance with your wishes. We provide personalized solutions to help you pursue your financial goals while supporting your long-term legacy planning objectives for future generations.
All investing involves risk, including the potential loss of principal. No strategy guarantees results.
TRUST
management
Our trust services offer comprehensive asset management and estate planning support designed to help ensure your assets are administered and distributed in accordance with your wishes. We provide personalized solutions to help you pursue your financial goals while supporting your long-term legacy planning objectives for future generations.
All investing involves risk, including the potential loss of principal. No strategy guarantees results.
NATURAL GAS ROYALTY
management
Specialized in managing natural gas royalties, we help you manage and monitor your assets with a focus on long‑term value and informed decision‑making.
Our comprehensive services help you navigate the complexities of royalty management with ease.
All investing involves risk, including the potential loss of principal. No strategy guarantees results.
NATURAL GAS ROYALTY
management
Specialized in managing natural gas royalties, we help you manage and monitor your assets with a focus on long‑term value and informed decision‑making.
Our comprehensive services help you navigate the complexities of royalty management with ease.
All investing involves risk, including the potential loss of principal. No strategy guarantees results.
Explore More
While we collaborate with employees and retirees at all levels, here are a few specific groups we work with. Visit our employer specific sites for detailed resources and tailored advice.
Stone House and its representatives are not affiliated with or endorsed by Procter & Gamble, Global Tungsten & Powders (GTP), Cargill, or PSERS, Procter & Gamble is a registered trademark of The Procter & Gamble Company
