Tyler-Stone Group was founded in 1995 to serve the diverse needs of individuals, families and business owners seeking unparalleled service and access to the full spectrum of investment products available in the marketplace. Our independent financial planning model offers exceptional levels of flexibility, objectivity and customization.
Our network of financial advisors brings diverse experience and perspectives across a broad range of financial disciplines. We subscribe to a high standard of client care and continually educate ourselves for the benefit of our clients. Many of our advisors have advanced education degrees, including MBA and JD; industry certifications including CERTIFIED FINANCIAL PLANNERTM practioner; and industry designations, including Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant ChFC®.*
Tyler-Stone Group is powered by LPL Financial, the nation’s largest independent broker/dealer,** which means that our advisors have access to objective research and a comprehensive array of tools, resources and technology. Equally important, because LPL Financial does not sell proprietary products, Tyler-Stone Group advisors have the freedom to offer objective financial guidance and formulate investment recommendations without the institutional pressures felt by other financial advisors who lack such independence.
Our dedication to providing objective advice and innovative strategies drives our success. It would be our pleasure to provide you with the guidance to pursue your wealth management and retirement goals, and help you advance on the path toward financial independence—as you define it.
"We have built our reputation in the communities we serve by providing clients with individualized and objective financial advice that addresses their particular situation. If your situation changes, no matter what the reason, we’ll be there to help you chart a new path.”
– Marc H. Stone, CERTIFIED FINANCIAL PLANNERTM
"Nothing provides us with a greater sense of fulfillment than when our clients validate the value we deliver by recommending our firm to their closest friends and family."
– Bill Tyler, CERTIFIED FINANCIAL PLANNERTM
*Please see Our Team for individual advisor certifications and/or designations. ** As reported by Financial Planning magazine, June 1996–2016, based on total revenue.