Sunstone Financial is an Arizona-based registered investment advisor that helps individuals and families pursue financial wellness through goal-based planning and investment services. Rather than focusing solely on traditional money management, the firm begins by learning what clients want to achieve and considering the resources and risks involved. Goals may include preparing for retirement, planning for college, or starting a business.

Its process is designed to keep clients’ goals at the center of financial decisions. Sunstone Financial describes five steps: discover, assess, evaluate options, implement, and manage change. Following this process, clients receive a comprehensive financial plan tailored to their objectives and the risks they may face. The firm also offers retirement planning and investment-related services, and provides educational resources such as a financial planning checklist and hypothetical case studies covering different stages of retirement preparation.

Sunstone Financial is located in Chandler, Arizona, and offers appointment scheduling and a client login. Advisory services are available only in jurisdictions where the firm is properly registered or exempt.