a train traveling over a bridge next to tall buildings
Built for Busy Lives
Financial guidance designed to reduce stress and simplify decision making.
Family smiling together on outdoor stairs
Growing Families
Organized planning that keeps up with real life.

Organize

Coordinate

Adapt

Overhead view of a well-organized desk containing neatly aligned notebooks, paperwork and cell phone.
Illustration of a client coordinating financial decisions with a trusted advisor.
Illustration of a person adjusting settings to reflect changes in a financial plan.
Robert Lopez, CFP smiling in gray hoodie sitting cross-legged on armchair in modern office with wooden floors.
Behind Stonevale
Robert Lopez, CFP®
After a decade at firms like Merrill Lynch and J.P. Morgan, I realized most people didn’t need more jargon, more meetings, or another 47-page PDF.

They wanted straightforward advice, better communication, and a financial plan that fit real life.
Meet Robert
Arrow up right iconArrow up right icon

What You Care About

Traditional Firms
One advisor who knows your full picture
Check icon
Varies by firm/program
Advice that isn’t tied to product sales
Check icon
Varies by firm
CFP® professional leading your plan
Check icon
Varies by advisor, team, and credentials
Planning built around your goals
Check icon
Varies
Coordination across taxes, investments, insurance, estate planning
Check icon
Varies
Clear, straightforward pricing
Arrow up right iconArrow up right icon
Check icon
Varies
A long-term relationship, not a rotating support line
Check icon
Varies
Planning that works around real life
Check icon
Varies
Help with more than just investments
Check icon
Varies
Focus on simplifying financial decisions
Check icon
Varies
man in white shirt carrying girl in gray shirtOh Chicagowoman in white t-shirt standing beside woman in white t-shirtchildren in the autumn
Ready to make money feel simpler?
Let's talk about where you are, what matters most, and whether Stonevale is the right fit.
See if we're a fit
See if we're a fit

Advice-Only Financial Planning

For focused questions, second opinions, or one-time planning help.
Ask About Our Hourly Pricing
Ask About Our Hourly Pricing
Best for:
  • DIY Investors
  • One-time planning
  • Second opinions
  • Retirement analysis
  • Tax planning conversations
  • Investment reviews
  • Major financial decisions

Full-Service Financial Planning

For ongoing guidance, managed investments, and help keeping your financial life organized.
Ask Us About Tiered Pricing
Ask Us About Tiered Pricing
Includes:
  • Managed investments
  • Retirement planning
  • Tax planning coordination
  • Estate planning coordination
  • Insurance planning coordination
  • Ongoing advice as life changes
  • Regular reviews and check-ins

Do I need a certain net worth to work with a financial advisor?

Chevron down icon
No. You don’t need millions of dollars to benefit from financial planning. Most clients come to us because they have important financial decisions to make, retirement goals to plan for, or simply want guidance from a CFP® professional.

What does a financial planner actually help with?

Chevron down icon
Financial planning goes beyond investments. We help coordinate retirement planning, investment management, tax planning, insurance reviews, estate planning, and the day to day financial decisions that come with real life.

Can I work with you if I only have one financial question?

Chevron down icon
Yes. Not everyone needs an ongoing relationship. Our hourly planning option is designed for focused conversations, second opinions, retirement questions, tax planning discussions, and other important financial decisions.

How does a fee-only financial advisor get paid?

Chevron down icon
We offer two ways to work together: hourly financial planning and ongoing full-service planning. As a fee-only financial advisor, we do not earn commissions or receive compensation for recommending financial products.

Do you work under the fiduciary standard?

Chevron down icon
Yes. As a fee-only financial advisor, working under the fiduciary standard, we are legally required to act in your best interest. That means our recommendations are based on what’s best for you, not commissions, sales quotas, or proprietary products.

Fee-only financial planning from a CFP® professional.

Helping families stay organized, make confident decisions, and focus on what matters most.
Financial planning for
people in motion.
Get Occasional Planning TIps And Insights.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
We respect your inbox and your privacy.
Services
  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Hourly Planning
pages
HomeOur PhilosophyPricingContact
CONTACT
6232 N. Pulaski Rd
Suite 104
Chicago, IL 60646
By Appointment Only
hello@stonevalewealth.com
(773) 820-7330
Fee-Only Financial Planning
Led by a CFP® Professional
© 2025-2026 Stonevale Wealth Advisors. All Rights Reserved.
Made with ❤ in Chicago
Privacy PolicyForm CRSBrochure Supplement
Fee-only financial planning and investment management for families and professionals. Serving clients locally in Chicago, surrounding suburbs, and virtually nationwide.
‍
Advisory services offered through Stonevale Wealth Advisors, A Member of Advisory Services Network, LLC.

This site contains links to articles or other information that may be contained on a third-party website. Advisory Services Network, LLC is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.