Stone Hill Wealth Management is a registered investment advisory firm based in Dallas, Texas, offering financial planning centered on clients’ goals, dreams, and peace of mind. The firm describes its advice as fee-only and says it does not sell financial products, aiming to provide objective guidance without incentives tied to product commissions.

Its planning process begins with understanding each client’s needs, concerns, and aspirations, then developing and implementing a personalized plan. Financial planning tools help clients track progress, while ongoing guidance supports adjustments as circumstances and priorities change. The firm invites prospective clients to request a no-cost consultation and discuss which financial planning package may suit their goals.

Stone Hill’s Chief Investment Officer, Phillip Washington Jr., is the author of Retirement Investing 101, a book about building and managing a retirement portfolio. He also hosts the weekly Wealth-building Made Simple podcast, which covers investing, retirement, and related topics. The firm’s educational content is intended for general information; its website notes that investments involve risk and encourages readers to consult qualified financial and tax professionals before acting.