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Discover Intelligent Investing For A Better Tomorrow

Savvy wealth strategies coupled with financial advice that works in the real world – this is what our clients expect and receive.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Investment Management

    Our data-driven strategies ensure an optimal blend of risk and return. We use a detailed, systematic approach to make sure each client is taking the right amount of risk for their situation.

  • Retirement / Financial Freedom

    We have helped countless clients make the transition to retirement and financial freedom. Why is this important? We've been through this many times so that we can make sure you get it right -- this is a transition you only want to make once.

  • Estate Planning

    Effective estate management enables you to manage your affairs during your lifetime and beyond. We'll help create a plan for your legacy for generations to come.

  • Risk Management

    Protect your family from the financial consequences of life's unexpected events with our help. You have worked hard to grow your assets, and this section of our practice focuses on helping you keep what you have.

Meet Our Team

Our team is accessible and responsive to your needs. We have a large client base across the country, and each client knows they can connect with us quickly when it’s time for us to help.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Cobblestone Asset Management

There’s a good chance that you are here because someone told you something about us. Perhaps you heard us speak or have recently read something we have written. Whatever led you to visit, we want to take a moment to say we’re glad you are here.

Take a look around. You can start to get a sense of who we are and what we do. If you are ready, then reach out to us and we’ll help you decide if we’re a good fit.

Connect With Us
Melissa  Allen

Melissa A. Allen

Client Services Associate

804-272-8272

804-272-8269

Richard Krafcik

Richard R. Krafcik

Managing Partner, Financial Advisor

804-272-8272

804-272-8269

Ronald Stack

Ronald K. Stack

Managing Partner, Financial Advisor

804-272-8272

804-272-8269

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.
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A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.
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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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