Marcus Stone

Financial Advisor

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Coaching physicians and dentists towards their individual goals using a holistic, comprehensive view of financial services.

Check the background of this investment professional on FINRA’s BrokerCheck.

Marcus Stone

Financial Advisor

Handshake

Coaching physicians and dentists towards their individual goals using a holistic, comprehensive view of financial services.

About

Marcus proudly works with many physician & dental families, building long-term, family-focused relationships. Starting in 2009, he was fortunate to be a founding member of The Lone Star Division within North Star and to be mentored by Senior Vice President Shaun McDuffee, where he learned to build a specialty financial planning practice for these families.

His goal is to understand clients’ dreams and goals so they can be translated into an actionable road map and be acted on with confidence. By taking the time to understand each physician’s individual background and current situation, he uses creative problem solving to construct a custom-tailored financial plan with a personalized and detailed action plan to be reviewed regularly for accountability. His goal is to help physicians see the bigger picture by addressing both their short and long-term goals through coaching, clear communication, and regular updates relevant to both their unique career paths and the financial industry.

He grew his practice in Texas and the Midwest and now focuses on remote advising, providing holistic, comprehensive financial planning for the medical community specializing in aspects like wealth accumulation, tax efficient planning, asset protection, and financial education to empower his clients. His ideal client is someone who desires to work together with a financial advisor long-term, has an outlook of hope for the future, commits to learning, and bettering their financial situation.

Services Offered

  • Tax Minimization Strategies and Tax Efficient Investing*
  • Retirement Strategies (IRAs, employer-sponsored plans, plans for self-employed individuals or business owners, non-qualified retirement plans)
  • Asset Protection Strategies*
  • Investment Strategies
  • Debt Management
  • Risk Management (Disability Insurance, Life Insurance, Business Overhead Insurance)
  • Education Funding

Qualifications

  • Tax Minimization Strategies and Tax Efficient Investing*
  • Retirement Strategies (IRAs, employer-sponsored plans, plans for self-employed individuals or business owners, non-qualified retirement plans)
  • Asset Protection Strategies*
  • Investment Strategies
  • Debt Management
  • Risk Management (Disability Insurance, Life Insurance, Business Overhead Insurance)
  • Education Funding

Key questions he seeks to address include:

  • Tax Minimization* – How can we help lower taxes both today and in the future?
  • Asset Protection* – How to properly safeguard your assets from creditors.
  • Risk Management – How can we help properly protect the family without paying too much or being over-insured?
  • What do you want for your future and your retirement?

Personal

Marcus attended Texas Lutheran University in Seguin, Texas and completed his undergraduate degree in Business Administration. Outside of work, he is actively involved in his community and is a board member of the Stop Alzheimer’s Now Foundation and local Lake Travis Mountain Bike Team. He loves being outdoors, mountain biking, canoeing, playing soccer, drumming, and spending time with his family. He and his wife Meagan live in Lakeway, TX with their two children, Camden and Emery.

Team

Chris Koppelman, CFA, CAIA
Chris Koppelman, CFA, CAIA

Director, Wealth Management & Planning

Nick Paurus
Nick Paurus

Life and Disability Income Specialist

Rebecca Shoop
Rebecca Shoop

Practice Coordinator

North Star resource team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Carrie Hancock
Carrie Hancock

Vice President, Financial Planning Resource Center

Contact

Connect with Marcus

    Office Locations

    North Star Resource Group - St. Louis, MO

    4240 Duncan Ave
    Suite 200
    St. Louis, MO 63110

    Get directions

    North Star Consultants of Texas

    300 Beardsley Lane, Suite A104
    Austin, TX 78746

    Get directions

    *Financial Advisors do not provide tax or legal advice. Please consult a tax or legal professional for advice regarding your specific situation.

    Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0J04812.