Step Stone Financial

Solid, Supportive. For your Wealth Management Solutions.

Welcome to Step Stone Financial.com. As Investment Advisors with First Allied we're pleased to continue as the independently owned asset management firm we've been, now with more wealth creation/ wealth preservation technologies than before. With more than 7 years of independent, dedicated personalized service to our clients, and more than 20 years of professional investment experience, we feel confident that as you peruse this site and the tools it offers, you'll agree that we made the smart move up to First Allied. Just as our independence allows us to offer you an unbiased objective approach and our partnership aids our serving your investment needs; we hope that you'll use this site as your centralized financial workstation where you can control your accounts; independent and with full freedom of choice.

Items on this website that we would like to direct your attention to:

1: Your Account. Whether we’re utilizing JPMorgan or Pershing a quick click above will bring you to the full suite of account services.

We highly recommend that you sign up for Step Stone Financial Wealth Management System so that this one site can help you track all of your investments or other financial activities.

2: Market News and commentary. A short, well produced video that tells what will be happening in the upcoming week that could affect your portfolio. Feel free to e-mail it to people you think could use our services.

3: 5 Minutes with Craig Columbus. is a sharable audio commentary by the Chief Market Strategist for Advanced Equities Asset Management.

4: Resources and links. Check for an ever growing list of links to reliable investment information.

5: “Messages.” Where Robert Stupple, President of Step Stone Financial, posts some of his latest thoughts on the markets, the industry, the economy and other issues that effect you.

6: Step Stone Financial Wealth Management System. username: StepSample, Password: S4mple4u See what we mean when we say “A full suite of financial services.”

Whether you are just starting to save for your future, or are a seasoned investor, Step Stone Financial has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services through First Allied Securities, Inc. to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s the way it should be!