# Stone Island Financial Planning (SIFP)

Stone Island Financial Planning (SIFP) is a Bank / Wealth / Trust based in Naperville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Naperville, United States
- **Region:** North America
- **Address:** Naperville, IL, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** stoneislandfinancial.com
- **LinkedIn:** linkedin.com/company/stone-island-financial-planning

## Regulatory record

- **Reports private funds:** No

## About

Stone Island Financial Planning (SIFP) runs as a suburban Chicago financial advisory practice, handling individual wealth management and retirement planning from its Naperville base. The firm fits the mold of a local registered investment adviser (RIA), providing personal financial plans, investment portfolio management, and insurance reviews for a client roster concentrated in DuPage County and the broader Chicagoland region. SIFP's service stack covers investment advisory work, tax-efficient retirement distribution modeling, and insurance needs analysis. Asset allocation leans toward mutual funds and exchange-traded funds rather than direct private investments, consistent with a Main Street planning practice focused on retirees and near-retirees. No publicly disclosed AUM, team headcount, or institutional vehicle announcements exist for SIFP. The firm does not appear in SEC filings as a large advisory filer, and no named principals are published through regulatory disclosures or industry databases. SIFP's structural identity is that of a traditional suburban RIA — a relationship-driven planning firm rather than an asset aggregator or multi-family office. Its differentiator lies in geographic focus and the personal-fiduciary model, standing apart from national wirehouses and robo-advisors that dominate the mass market.

## Questions

### What services does Stone Island Financial Planning offer?

The firm provides financial planning, retirement income strategies, and investment advisory services. Its offering reflects a classic registered investment adviser model built around personal fiduciary planning rather than institutional asset management. The practice serves local clients in the Naperville and greater Chicago area.

### How can I verify the firm's regulatory standing?

SIFP's Form ADV and any regulatory disclosures are publicly accessible through the SEC's Investment Adviser Public Disclosure (IAPD) website. This resource shows registration status, disciplinary history, and the firm's ownership structure as filed with state or federal regulators.

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Last updated: 2026-08-11T02:43:31.692Z

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