Christopher H. Stoner, CFP®, EA
Partner | Wealth Advisor
I am deeply passionate about my work as a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional (CFP®) at Twombly Wealth Management Group, LLC, an independent financial management firm. I believe effective financial planning starts with a deep understanding of each client’s unique needs and goals. My approach centers on education and collaboration—empowering clients to make informed decisions, rather than simply following a prescribed strategy.
To earn the CFP® designation, I completed a comprehensive financial planning education program and passed a rigorous board exam. I maintain my credentials through ongoing Continuing Education (CE) to stay current with industry developments.
I am also a licensed EA (Enrolled Agent). An EA is a federally authorized tax practitioner and is the highest credential awarded by the IRS. EAs have unlimited rights to represent taxpayers — including individuals, corporations, and estates — before any IRS office regarding audits, collections, and appeals.
With over 20 years of experience in financial services, my early career included 10 years in Boston, where I worked with Columbia Threadneedle Investments, Eaton Vance, and Fidelity Investments. In 2018, I joined Twombly Wealth Management Group following my time at a private wealth management firm in Portsmouth, NH.
A few more things about me:
- I grew up in the Syracuse, NY area
- I earned my BA degree from Union College
- I’m active in the community as:
- Board member of the Brattleboro Area Chamber of Commerce
- Member of the New Hampshire State Leadership Team for a national conservation organization
- Volunteer with Living Memorial Park Snow Sports (Brattleboro Ski Hill)
I live in the area with my wife, Megan, and our two children. When I’m not working with clients or spending time with family, I’m can likely be found at a local ski mountain or on a trout stream with a fly rod in hand.
