Flagstone Financial Management
Flagstone Financial Management is an SEC-registered, fee-only investment adviser headquartered in Lincoln, Nebraska. The firm provides comprehensive financial planning and investment management services, with a focus on clients nearing retirement, high-earning professionals, and women in transition. As a fiduciary, Flagstone operates without commissions, striving to minimize conflicts of interest and prioritizing clients' best interests. Founded by financial planning professionals, the firm’s mission is to empower clients to pursue their financial goals and navigate significant life transitions through education and objective advice. The firm primarily serves individuals and families, with a team size estimated to be under 10 employees.
Investment Strategy
Flagstone Financial Management employs a client-centric investment strategy, aligning customized portfolios to each client's unique goals, risk tolerance, and timeline. As a fee-only adviser, the firm does not accept commissions, which underpins its fiduciary commitment. Investment management focuses on evidence-based strategies designed to build wealth prudently over time, using diversified asset allocation principles. Their approach also integrates comprehensive financial planning, aiming to help clients navigate major life transitions, prepare for retirement, and pursue long-term financial independence. Education and transparency are core, with clients supported in understanding their investment choices and the rationale behind portfolio construction.
Top Holdings
Equity Positions (58)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFUS | DIMENSIONAL ETF TRUST | 28.18% | $98.3M | 1,466,921 | $45.81 | $67.02 | +$14.4M |
I IGIB | ISHARES TR | 10.80% | $37.7M | 706,836 | $51.37 | $53.29 | +$3.0M |
S SPDW | SPDR INDEX SHS FDS | 7.64% | $26.6M | 658,015 | $30.75 | $40.49 | +$2.0M |
S SPSB | SPDR SERIES TRUST | 6.68% | $23.3M | 772,023 | $29.50 | $30.19 | +$1.5M |
S SPTI | SPDR SERIES TRUST | 6.27% | $21.9M | 760,390 | $28.30 | $28.77 | +$1.6M |