729 S Conkling St
StatonWalsh is a financial planning firm and insurance brokerage that builds trusting client relationships through transparency. We are setting the standard for the future of the financial industry. A standard that expects completely transparent and client-focused financial advice. Our services go beyond industry traditions and focus on what matters most – our clients. StatonWalsh makes financial planning easy-to-understand and empowers our clients to make the best financial decisions for their specific needs. We are committed to providing the ultimate client experience and services that the industry has never seen before.
Our mission is to empower our clients to make the smartest financial decisions by providing a completely transparent client experience.
Our vision is to accelerate the inevitable disruption of the financial industry by removing the trust barriers between clients and financial advisors. We will set the standard for the financial industry to provide transparent and client-oriented services.
At StatonWalsh our process is centered around the client experience. We believe building a strong, long lasting relationship with our clients is the foundation of any successful plan. During our discovery process, we spend time getting to know our clients beyond the numbers to provide a higher level of service and understanding to each individual, family, and business. We understand that financial planning can be a daunting task, and we aim to make the experience enjoyable, educational and efficient. During the Planning and strategy phase of our process we focus on finding solutions that fit your “why” for wealth. We believe every financial plan should be approached with a purpose. We also believe that any trusted relationship is built on honest, objective, and transparent advice. Prior to implementation, we ensure every client understands what fees/costs are associated with our recommendations and what they go towards. Starting your journey towards financial success is heavily reliant on proper implementation. During this stage we provide hands on guidance to our clients to ensure seamless implementation of their plan. Once implementation is complete, our job is just beginning. As your life changes so should your plan. Our commitment to our clients is to be a partner on this journey. We feel planning is a living process that should adapt and grow with you and ultimately provide you a pathway to financial confidence in any stage of life.
We believe that the best way to build trust is through honest, transparent services. Every step of the way, we explain what our fees are and what they go towards. We never sacrifice our integrity for the sake of money. Our focus on transparency is what sets us apart from our competitors and the longstanding traditions within our industry.
Relationships are everything to us. From the moment we first engage with a client, we provide the best possible experience and welcome them into our family. Our clients know that when they work with us, they can relax and trust that we will take the best possible care of them.
We are more than just expert financial advisors. We will work alongside you to provide the best solutions to your specific needs so you are empowered to make the best decisions for you and your family.
We are committed to helping our clients be successful and achieve happiness. Our client satisfaction drives us to be the best possible financial advisors in the industry.
We are disrupting the financial industry to set the new standard of complete transparency between financial advisors and their clients. We are not satisfied with our industry’s traditions, and aspire to always innovate and improve our services for the benefit of our clients.
The cornerstone of our business is giving back. We believe that collaborating with local nonprofits and philanthropic organizations is the best way to help our community thrive and improve the lives of our neighbors.
Ryan Staton and Devin Walsh met while working at the same financial planning company in 2013. The two quickly noticed how seamlessly they worked together and how closely their values aligned. As the years went by and they went their separate ways in the industry, their work experiences only continued to solidify how their personalities and expertise complemented each other.
Over the years, Ryan continued to gain the respect of his clients by constantly improving the quality of his services and learning new skills to provide tailor-fit solutions for his clients. He was known for pushing the limits of the financial industry’s traditions by doing everything in his abilities to provide honest and transparent services. His client base quickly grew because of his kind, warm personality and his ability to make complicated and intimidating topics easy-to-understand.
Meanwhile, Devin found himself drawn to the bigger picture of the businesses he worked for. In his most recent role as the Chief Operating Officer for a local brokerage firm, he established his passion and talent for learning the ins and outs of a business, to help it succeed. Devin thrives on organization and processes, while keeping the larger goals in mind. He is passionate about building relationships and creating the ultimate client experience.
As they continued to work in the financial industry, it became clear that the world is changing for the better and the industry is not evolving alongside it. The financial industry is struggling to maintain trust with its clients and refuses to make the necessary changes to rebuild that trust. They were unsatisfied with industry traditions and wanted to be at the forefront of its inevitable transformation. Ryan and Devin’s mutual desire to do things the right way brought them to co-founding StatonWalsh in 2019.