Sunstone Financial
Securities and Investment Advisory Services offered through NEXT Financial Group, Inc., Member FINRA/SIPC. Sunstone Financial  is not an affiliate of NEXT Financial Group, Inc. To view NEXT Financial Groups privacy policy and other important information, visit the Customers section of


Sunstone Financial was established in 2004 with the idea of creating a better way to help people with their financial futures. Located in Phoenix, Arizona, we are a comprehensive financial advising firm here to offer our clients a different option, a different approach. At Sunstone Financial our goals are your goals. With our goal-based investing approach we want to understand your objectives and link them to individual, customized investment strategies. Our process ensures that we can do just that. This relationship is what we hope to create with you so that we can work together every step of the way to get you where you want to be, a state of financial wellness.