Broker Check

Stone Chase Financial
Life is meant to be lived

Financial planning should do more than prepare you for the future. It should give you the confidence to use what you’ve earned with intention: to pursue opportunities, support the people you love, enjoy more of what matters now and create opportunities for what comes next.

Stone Chase helps you understand what’s possible and make thoughtful decisions that support both the life you want to live today and the legacy you hope to leave tomorrow.

Schedule a Consultation Our Firm

WhO WE AREYour Trusted Partner for the decisions that matter most

WhO WE ARE
Your Trusted Partner for the decisions that matter most

Stone Chase is built around long-term relationships, not transactions. Led by Mitch Mahoney, we bring our full expertise, attention and care to every client relationship. We understand the responsibility that comes with being trusted to advise on the financial decisions that affect your life, your family and your future. Our approach is grounded in honest advice, thoughtful guidance and genuine commitment.

You have direct access to an advisor who understands your goals, priorities and broader financial picture, helping you evaluate your options and determine what comes next. Stone Chase helps bridge the gap between possibility and action, giving you the clarity, perspective and financial guidance to move forward with greater confidence.

Who We Serve
individuals and families navigating increasing financial complexity

As your career, assets and responsibilities expand, so do the decisions surrounding them.
Stone Chase works with individuals and families who value expert guidance, personal attention and a collaborative approach to planning.

High-Earning Professionals

High-Earning Professionals

As your success grows, your financial picture often becomes more complex. We help you see the bigger picture, evaluate opportunities and make thoughtful decisions that support your goals and the life you’re building.

Learn more
Pre-retirees & Retirees

Pre-retirees & Retirees

The years leading up to retirement bring some of your most important financial decisions into focus. We help you understand what’s possible, protect what you’ve built and make thoughtful choices about how to use it in the years ahead.

Learn more
Multi-Generation Wealth & Estate Planning

Multi-Generation Wealth & Estate Planning

Financial decisions can shape opportunities for generations. We help families plan intentionally around wealth transfer, family support, charitable giving and the legacy they hope to leave.

Learn more

How We Help
Clarity to move forward with confidence

We offer two ways to work with us: a one-time, flat-fee plan engagement - or an ongoing advisory & planning relationship, depending on the level of guidance and support you need. Both begin with your goals, priorities and overall financial picture, then build a clear strategy around the areas of planning most relevant to you.

 


Comprehensive Financial Planning

One coordinated plan that ties every part of your finances together, with the option of a one-time roadmap to follow yourself.

Cash Flow · Retirement Social Security

Learn more


Investment and Portfolio Management

Portfolios built around your goals, timeline, and comfort with risk, then monitored and adjusted as life and markets move.

Portfolio Design · Allocation

Learn more


Retirement Strategies

A clear plan for turning savings into steady income, with timing for withdrawals and Social Security worked out in advance.

Life · Risk Management

Learn more


Risk Management and Insurance

Protection sized to your family's real obligations, guarding your plan against illness, lost income, and the unexpected.

Estate · Legacy · Charitable

Learn more


Estate and Legacy Planning

Coordinated work with your attorney to pass on what you have built efficiently, including giving to the causes you care about.

Cash Flow · Retirement Social Security

Learn more


Education Planning

Funding strategies using 529 plans and other tax-advantaged accounts to give the next generation a head start.

Portfolio Design · Allocation

Learn more
where we workLocal Roots. Broader Reach.

where we work
Local Roots. Broader Reach.

Stone Chase is rooted in Loudoun County, but our work extends well beyond Northern Virginia. We also serve clients across the country, with a virtual approach that makes it easy to stay connected wherever life takes you.

For many clients, that means continuing the relationship after a move or retirement. It also gives us the ability to work with family members and referrals who may live in other states, bringing the same personal attention and thoughtful guidance to every relationship, regardless of location.

Our Process
Turning Your Priorities Into a plan

 Your goals and broader financial picture become the foundation for a plan that provides direction for the decisions ahead.
 

Step One
Understand

A strong plan starts with understanding what matters to you. We begin by learning what you want out of your life and money, then take the time to understand your the financial decisions in front of you.

Step Two
Build

We design a coordinated financial strategy that connects the different areas of your financial life, with a clear rationale behind each recommendation and how it supports the broader plan.

Step Three
Execute

As your financial steward, we take the complexity and stress out of managing your finances by executing the plan, coordinating the moving pieces, and ensuring everything stays on track.

Insights
Insights & Perspectives.

Ideas and insights to help you stay informed and engaged.

View All
Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Learn More
Managing the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.
Learn More
And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Learn More
Get StartedLet's talk about what comes next

Get Started
Let's talk about
what comes next

A conversation is the best place to start. We’ll take the time to understand what you’re looking for, answer your questions and determine whether Stone Chase is the right fit for you.

Ashburn, Virginia

Preferred method of contact?
Thank you for your submission! There was a problem with the form submission. Please try again.