Fieldstone is a small, independent wealth counsel for Wisconsin families who have built something worth being careful with. We plan slowly, invest patiently, and answer to no one but the families we serve.
Two unhurried conversations about what you've built, what worries you, and what the money is actually for. No forms sent in advance, no products at the end.
Your plan, in plain language: the income map, the tax calendar, the investment policy, and the two or three decisions that actually matter this year.
We meet twice a year, and whenever life changes. Most families who begin with us stay for decades — that is the practice working as intended.
They never once made us feel rushed, or sold to. It is the first time money advice has felt like it was on our side of the table.A Fieldstone household · under counsel since 2011
Ellen Marsh founded Fieldstone in 1998, after a decade of watching the industry confuse selling with advising. The practice she built instead is deliberately small: one principal, fifty-two households, no products, no quotas.
The advisor who writes your plan is the one who answers the phone — this year, and in year fifteen.
A transparent annual fee, quoted in writing before any engagement begins. No commissions, no product compensation, no percentage games. If the fee isn't obviously worth it, we'll tell you so ourselves.
A few each year, deliberately. We'd rather serve fifty-two households well than two hundred adequately. If we're not the right fit, we'll suggest someone who is.
We work with families whose situations reward careful planning — typically those approaching or in retirement. The conversation, not a minimum, decides the fit.
An hour, unhurried, at our office or by video. You talk; we mostly listen. There is nothing to bring and nothing will be sold. You'll leave knowing whether this is the right room for you.
If you are within ten years of retiring — or simply tired of advice that feels like a pitch — write to us. The first conversation costs nothing but the hour.
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