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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. Keep in mind, Investors should be aware that investing based upon a strategy does not assure a profit or guarantee against loss.

  • Investment Management

    Our data-driven strategies potentially 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 toward 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

    Seek protection for 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.

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Reach Out to Us

Helping Good People Make Good Decisions

Across the country there is a noticeable shortfall in financial literacy. As a result, many people around our country struggle to find the help they need to map out their financial future. We are confident that we can help close the financial knowledge gap. This channel is another outlet for us to share our knowledge with people we may otherwise not encounter.

Check Out Our YouTube Channel
Eric Jackson

Eric Jackson

Investment Services Specialist

804-272-8272

804-272-8269

Heather  Greenwood

Heather Greenwood

Director, Client Services

804-272-8272

804-272-8269

Richard Krafcik

Richard R. Krafcik

President, Financial Advisor

804-272-8272

804-272-8269

Ronald Stack

Ronald K. Stack

Chairman, Financial Advisor

804-272-8272

804-272-8269

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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5 Benefits of Working in Retirement

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.
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Should I Accept a Free Credit Lock?

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.
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A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
Learn More

Tell Us How We Can Help You Today

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