ABOUT US
We are a multi-generational team of professionals dedicated to guiding our clients through the complexities of managing wealth.
We are a multi-generational team of professionals dedicated to guiding our clients through the complexities of managing wealth.
As your fiduciary partner, Stonebrook Private takes into account all facets of wealth when making important decisions, including investment, tax, and estate considerations. Blending over three decades of industry experience with a credentialed investment team, we aim to separate the “noise” from the facts and usher successful outcomes for our clients.
Experience, Depth, and Reach.
$900mm+
Assets Under Management
(as of 9.15.2025)
10 Dedicated Professionals
Our advisors hold the CFA, CFP, CAIA, and ChSNC Designations
Serving families in 37 states and counting
Recognized & Awarded
Forbes Best In State
Todd Knickerbocker was ranked in April 2025 as one of Forbes 2025 Best-In-State-Wealth Advisors. Data compiled by Shook Research LLC based on time period from 6/30/2023 to 6/30/2024). Shook Research LLC does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings.
AdvisorHub
Todd Knickerbocker was ranked in June 2025 as one of the Advisors to Watch: RIA (250 RIAs to Watch) by AdvisorHub, based on data supplied by Stonebrook Private for the period of 12/31/2023 through 12/31/2025. Stonebrook Private did not pay a fee to be considered for this ranking. For more information, click here.
CityWire RIA
Stonebrook Private was ranked as a 50 Growers Across America RIA in August 2024 by Citywire, based on publicly available Form ADV data from 2023. For more information, visit Citywire RIA: 50 Growers Across America 2024. Stonebrook Private did not pay a fee to be included in the ranking.
Wealth Planning
Wealth Planning
Planning for your current and future wealth is at the core of every decision we make. Successful outcomes begin with a detailed and personalized, goals-based financial plan. We start by listening and understanding where you are today, as well as your vision for the future.
Tax Planning
Tax Planning
Often overlooked in the wealth management industry, we consider the tax implications of everything we do for you. Tax planning is a continual and proactive process that takes place throughout the year, not just in April. Bottom line, the less you pay in taxes – the more you keep to fund your goals.
Estate Planning
Estate Planning
We believe estate planning is a fundamental element of comprehensive wealth management. Our team will help you explore the wide range of potential opportunities a substantial estate can create. Whether your goal is wealth preservation across generations or the creation of a philanthropic legacy, we will help you address the big issues.
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