Sponsored Events

Stone Hill Financial's "Financial Wellness" series educates athletes on the importance of having a financial plan in place early on in their professional athletic careers.

Part I of this course provides an overview of basic financial literacy including: budging, emergency fund, and good vs. bad credit. Part II, designed to take a deeper dive into financial planning, covering topics such as investment options, retirement and estate planning, NFL player benefits, etc.  

Our "What's Brewing?" gathers are a unique opportunity to meet at breweries across the state. These events offer a relaxed and engaging environment to explore a wide range of financial topics including wealth building, retirement planning, tax-saving strategies, and timely market updates.

In addition to valuable financial guidance, participants enjoy craft beer tastings, learn about the brewing process, and discover more about each featured brewery.

These events help us to support local businesses and connect with others in the community all while expanding our reach and delivering relevant, timely content. Attendees leave not only with a greater appreciation for local craft brewing but also with practical financial knowledge to help them plan with confidence.

Our priority is client education and ongoing engagement. At Stone Hill Financial, one way we deliver on this commitment is through our quarterly market calls, which are hosted by our team and presented in partnership with leading investment companies, many of which our clients are directly invested in.

These interactive sessions provide timely market insights, investment updates, and trending market information. It's an opportunity for our clients to engage one-on-one with Client Portfolios Managers and ask any relevant questions they may have at the time.

Stone Hill Financial's “Eat, Drink & Connect” events bring local professionals together to foster meaningful connections and build mutually beneficial partnerships.

These gatherings are designed to create a relaxed atmosphere where professionals can share insights, exchange referrals, and grow their networks.

At Stone Hill Financial, we actively collaborate with experts across key industries including Accounting, Law, Property & Casualty Insurance, and Real Estate to provide you with a well-rounded suite of services and trusted referrals.