A Little About Us.

Merestone Financial Planning is a boutique financial advisory firm dedicated to helping clients achieve clarity and confidence in their financial lives through holistic, personalized planning.

We combine thoughtful strategy, leading planning software, and a carefully selected range of financial products to meet each client’s unique goals. Our core areas of expertise include retirement planning, estate planning, and cash flow management, ensuring every stage of life is supported with intention, safety, and consistency.

At Merestone, we believe that the best results come from collaboration. Our team-based approach encourages open communication and seamless integration with clients’ legal, accounting, and other professional advisors, creating a coordinated plan designed to stand the test of time.