Mark Stern
Financial Freedom for Creative Visionaries | Independent Fiduciary Advice
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Serving Clients Nationwide
Financial Freedom for Creative Visionaries | Independent Fiduciary Advice
Areas of Focus
- Business Owners
- Estate Planning
- Financial Planning
- Investment Management
- Retirement Income Planning
- Setting Up Retirement Accounts
- Tax-Efficient Planning
About Mark Stern
Hi, I'm Mark Stern, Founder and Principal of Stone Ridge Advisors.Growing up between the worlds of art and business, I developed a unique perspective that shapes everything I do today. My father was an artist who transformed his creativity into a thriving business, founding an innovative lighting manufacturing company in 1960's London. I spent weekends by his side in the studio, drawing and painting, and weekdays watching him balance art with the demands of a growing business. That unique childhood taught me the importance of both creative vision and financial acumen.
By 16, I had written and illustrated a children's book, earning enough to buy a car and travel across Europe—fueling my spirit of adventure and independence. After earning a degree in Fine Art, I worked with Andy Warhol's Factory and later became a freelance photographer, capturing celebrity portraits for leading magazines.
All along, I was always intrigued by investing and managing money. I started with a modest sum, teaching myself by reading books about legendary investors and portfolio strategies. My curiosity paid off, and I eventually realized my greater calling was to help others like me—creative professionals—navigate the complexities of finance and investment.
That led me from the art world to the world of finance, where I joined Dean Witter, which later merged with Morgan Stanley, before founding Stone Ridge Advisors.
Affiliations
- XY Planning Network
Primary Location
Brooklyn, NY
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Stone Ridge Advisors
Stone Ridge Advisors is an independent, fee-only fiduciary financial planning and investment management firm built for creative professionals and the self-employed.Who We Serve
Our clients are a diverse group, including artists, writers, photographers, designers, architects, filmmakers, and entrepreneurs. Many of our new clients have built up substantial investments across different accounts, but their current providers are no longer able to meet their changing needs, and they often come to us wondering if they're on track, taking on too much risk, or if there's room for improvement.
Our Services
Our Creative Wealth Blueprint is designed to put clients in control of their money and help them make smart financial decisions aligned with their values. Business retirement plans are also a specialty of ours — we help business owners and the self-employed choose and design the right plans for their situations, and we offer annual tax planning to all clients as part of our standard package, looking forward multiple years for opportunities to save money.
Why Work With Us
We're independent fiduciaries, partnering with industry leaders like Charles Schwab and Dimensional Fund Advisors, free from corporate agendas or proprietary product sales. As a tech-forward boutique practice, we use a secure, paperless portal and advanced planning tools so we can serve you no matter where your work takes you.
Stone Ridge Advisors, LLC ("Stone Ridge Advisors") is an SEC registered investment advisor.
Education
Parsons School of Design - The New School, Bachelor of Fine Arts, Fine Arts
Hobbies and Interests
- Family
- Painting
- Photography
- Reading
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Artists
- Business Owners
- Corporate Executives
- Creative Professionals
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
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