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David P. Stone, CPA, CFP(R)
At Tartan Wealth Management, we value our relationship with our clients. Together with your financial professional, we are here to help you plan and invest for your legacy and the life that you want to live. The Relationship Summaries below highlight the services we offer, our fees, standards and additional resources to help you stay informed.
Beacon Financial Advisory LLC
Lincoln Investment Planning, LLC
Capital Analysts, LLC
TD Ameritrade Institutional Disclosure Packet
David P. Stone
Beacon Financial Advisory ADV Part2b
The Lincoln Companies ADV Part2b
Tartan Wealth Management is independent and non-affiliated with Lincoln Investment or Capital Analysts.
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