About Stonedam Financial Advisors

Steady Hands. Qualified Professionals.

Stonedam Financial Advisors was founded on the belief that sound financial guidance is most valuable during times of change.

The firm was originally created by James Clark and has grown with the addition of experienced partners who share a commitment to thoughtful planning, integrity, and long-term relationships. Today, our team brings decades of combined experience helping clients navigate both market uncertainty and life’s defining moments.

Our role is to help you stay aligned, balanced, and moving forward even when conditions aren’t ideal.

Our Philosophy

Much like rowing, success in financial planning requires discipline, coordination, and the ability to adjust to changing conditions.

We believe:

Guidance should be personalized, not standardized
Education builds confidence
Experience matters when markets and lives shift
Long-term relationships matter more than short-term trends

Rowing imagery representing our financial planning philosophy

Our Team

Our advisors bring deep experience across financial planning, investment management, and accounting. We are professionals who value collaboration, integrity, and doing what’s right for our clients.

Meet Our Team

Who We Serve

We work with individuals, families, and business owners who value steady guidance, clear answers, and a planning relationship built to last.

Clear Communication

We explain decisions in plain language so you always know what is happening and why.

Accessible Support

You can reach us easily, and you can always count on timely, thoughtful responses.

Long-Term Planning

We build a strategy designed to evolve with your goals, your family, and the market.

Guidance Through Transitions

When life changes, we help you make confident adjustments without losing momentum.

Our clients often come to us during moments of change and stay for the steady partnership that follows.