Built around the owner.
Stoneleaf Advisors was founded on a simple idea: small and medium business owners deserve the same caliber of financial counsel that the largest enterprises take for granted — delivered with the discretion of a private practice.
Our philosophy in three principles.
Quiet competence
Sound financial management should be the invisible foundation that lets you take bigger risks and sleep through the night.
Long horizons
We invest in client relationships measured in decades, not engagements. Continuity compounds.
Plain language
Numbers tell a story. We make sure that story is one you understand and can act on with confidence.
By design, not by accident
A new firm with a deliberate foundation.
2021
Founded
10+
Years of advisor experience
1:1
Partner-led engagements
100%
Focused on SMB owners
Headquartered in Maple Grove, Minnesota — proudly serving small and medium business owners throughout the Greater Minneapolis area.