5 /5 Cynthia Veras: When considering a financial advisor firm, there are several factors to consider, such as qualifications and experience, range of services, client focus, transparency, track record, and accessibility. Stoic financial has it all. This is a wide range financial advisor firm that would not only meet your unique financial needs, but go above and beyond when doing so. Nelson and Aaron have the best dynamic. They made me feel the most comfortable when working with them. They maintained transparency with me throughout my process.