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.
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
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.
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.
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.
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
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
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
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
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
Education Planning
Funding strategies using 529 plans and other tax-advantaged accounts to give the next generation a head start.
Portfolio Design · Allocation
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.
Keeping Good Records is Good Business
Managing the Risk of Outliving Your Money
And the Executor Is
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