For nearly two decades, Goldstone Financial Group has stood as a trusted partner to individuals navigating the complex world of retirement planning. Founded by Anthony Pellegrino, Goldstone has steadily expanded its reach, serving clients with a mission to help them retire with confidence. As it approaches its 20th anniversary, the company reflects on the evolution of retirement itself, particularly how responsibilities have shifted, risks have grown, and planning has become more essential than ever.
The firm’s mission has always gone beyond traditional wealth management. “We don’t create investment plans. We create financial plans,” Pellegrino explains. “Our work is to help you support yourself, your health, and your family’s future. That’s the measure of true financial planning.” At a time when people shoulder more responsibility for their retirement security, Goldstone has positioned itself as a guide, educator, and safeguard.
Goldstone is known for its proprietary Goldstone Retirement Roadmap™ — income planning, investment management, tax strategies, healthcare planning, and estate and legacy protection. This approach is all about helping clients not just to retire but to stay retired. The firm moves away from fragmented services and emphasizes integration, delivering coordinated strategies across disciplines to reduce risks, preserve wealth, and extend peace of mind.
What sets Goldstone apart is the team behind the plans. Pellegrino built a culture where excellence isn’t optional, bringing together fiduciary advisors, financial planners, financial analysts, public accountants, and agents under one roof. Each specialist focuses on a key area, but together, they provide oversight rarely available outside of elite family offices that typically require hundreds of millions in investable assets.
“One of our goals has always been to bring that family office level of service to clients with $1 million, $5 million, or $10 million in investable assets,” Pellegrino adds. “You shouldn’t need nine figures to experience the confidence of knowing every angle of your plan has been considered.”
To illustrate the difference, Pellegrino often compares working with a single advisor to visiting a general practitioner for a quick check-up. He continues, “Yes, a quick visit to your doctor might give you a clean bill of health. But at a leading hospital, an executive physical is a more in-depth experience that spans more than a day. You’ll meet with specialists like a cardiologist, oncologist, and nutritionist, experts who test and scan for things you may not even know to ask about. That’s the difference. At Goldstone, we examine all five aspects because hidden risks can derail a retirement just as undetected health issues can impact a life.”
That philosophy has attracted top-tier professionals who want to be part of something that makes a tangible impact. The firm has been certified as a Great Place To Work® and repeatedly recognized by Fortune. It’s also one of the fastest-growing companies in the country through multiple Inc. 5000 listings. This recognition is a reflection of the energy Goldstone fosters, a culture that draws talent eager to innovate, serve, and build lasting relationships with clients.
Pellegrino envisions the next chapter of Goldstone as one of continued expansion and innovation. With economic uncertainties and healthcare costs rising, the need for comprehensive, disciplined planning will only grow more urgent. “Retirement isn’t just a finish line anymore,” Pellegrino says. “It’s an evolving journey that requires ongoing guidance. We’ve been doing this for nearly 20 years, but in many ways, we’re just getting started.”
About Goldstone Financial Group
Goldstone Financial Group, founded by Anthony Pellegrino, is a fiduciary firm specializing in retirement planning, income strategies, and asset protection. It offers personalized guidance through its Goldstone Retirement Roadmap to help clients retire with confidence and integrity. To learn more, visit goldstonefinancialgroup.com.
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Goldstone Financial Group Team
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