Financial advisor reviewing 401(k) plan documents at desk with dual monitors
Close-up of retirement plan documents, calculator, and compliance checklist

Ready to Talk 401(k) Plans?

Get in touch with Stonecrest Advisors. We're here to answer your questions about plan design, compliance, and retirement readiness.

Get in touch

Reach Stonecrest Advisors in Sterling Heights

Contact us by phone, email, or mail. We respond to inquiries the same business day and are ready to discuss your 401(k) plan needs.

Get in touch

Ready to talk about your plan?

Fill out the form below or call us directly. We'll respond within one business day.

contact@stonecrestadvisors.com
(586) 868-0404
6644 19 Mile Rd, Sterling Heights, MI 48314
Client feedback

Plans that work. Participants who thrive.

Business owners and HR leaders trust Stonecrest Advisors to handle the complexity so their teams can focus on retirement readiness.

Stonecrest Advisors took our 401(k) compliance burden off our shoulders. We went from constant worry to complete confidence in our plan.

Jennifer Martinez

Jennifer Martinez

Owner, Manufacturing Company

Their investment recommendations actually made sense. No jargon, just clear guidance that our employees understood and appreciated.

Robert Thompson

Robert Thompson

HR Director, Financial Services Firm

We reduced our plan administration headaches by half. Matthew's team handles compliance updates so we don't have to worry about penalties.

Sarah Kim

Sarah Kim

CFO, Technology Services

The employee education sessions were eye-opening. Our team now understands retirement planning instead of ignoring their 401(k).

Michael Gonzalez

Michael Gonzalez

Operations Manager, Healthcare Services

Our track record

Trusted expertise in 401(k) plan consulting

Matthew Daniels brings focused, fiduciary-first approach to every plan we manage. Stonecrest Advisors delivers results that help businesses and participants succeed.

100%

Fiduciary focus

Expert guidance with a fiduciary-first approach

1

Dedicated advisor

Personalized service from a dedicated advisor

4

Core services

Comprehensive services for 401(k) plan management

0

Hidden fees

Transparent pricing with no hidden fees

Schedule your 401(k) consultation with Stonecrest Advisors

Get expert guidance on plan design, compliance, and participant success. Matthew Daniels is ready to show you how Stonecrest Advisors reduces your administrative burden.