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When we started StoneCentury, it wasn’t to become just another financial firm.
We saw a problem: high earners with good income and no real system. Spreadsheets. Random products. Overlapping strategies. Disconnected advisors.
We wanted to build something better.Something structured. Something strategic. Something simple.
Something that gave people clarity and confidence—without forcing them into a box or pushing a product.
Here’s what that looks like in practice:
Most clients come to us feeling uncertain. They’re earning more than ever, but their finances feel disorganized or fragile. They’ve outgrown spreadsheets and guesswork, but aren’t sure where to start.
We give them a single source of truth. Everything they need to see is on one page. Every moving part of their plan is working together.
If that sounds familiar, you’re not alone—and you’re not behind. You just need a better system.
“We came to Brock looking to diversify beyond traditional 401k and stock investments, with a focus on cash flow-producing assets. What stood out immediately was his consultative approach... Instead of pushing specific products, he provides information that enables you to make informed decisions about your financial future.”
—John Z., SVP of Sales for a Fintech Company
Read more client stories here.
Financial planning doesn’t have to be confusing. We use frameworks like LEAP and the Rockefeller Method to visualize your full financial picture and ensure every decision is coordinated.
We take the pieces you already have and show you how they work together. Then we identify and fix what isn’t working.
Clarity isn’t a byproduct. It’s the deliverable.
We’re not here to push products. We’re here to help you align your financial strategy with your values, your vision, and your real-life needs.
That means:
Creating a system that works even when you’re not watching it.
Aligning cash flow, protection, tax, and legacy planning.
Building for more than growth—building for impact.
Our clients often say the biggest value isn’t just the plan—it’s how we walk with them through it. We teach. We simplify. We listen.
StoneCentury is one of the few firms licensed to implement both the LEAP model and the Rockefeller Method—tools typically used by high-net-worth families to coordinate complex planning strategies.
We bring those frameworks to high earners and families who want that same level of clarity, without the friction of a big institutional experience.
We’re not a fit for everyone. But if you’re the kind of person who:
Wants your financial life to feel as intentional as your career.
Values strategy, not just performance.
Has income, but wants to build a system that multiplies it.
Seeks clarity over complexity—and purpose over pressure.
…then we’re probably built for you.
We don’t start with products. We start with people. And if you’re ready to build something that lasts, we’d love to help.
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.