Providing Forward Thinking & Receptive Financial Planning

Joseph A. Catanzaro, CFP® | Ambler, PA

We provide the, collaboration, education and communication that our clients deserve as their lives continue to move forward.

Our Financial Services

Meet Our Team

Learn more about our team in Ambler, PA and what our roles are in your financial plan.

Meet Our Staff

Our Process

We provide our clients with a unique proprietary approach to financial planning – learn more here.

The Cycle Formula

Our Services

Learn more about the specific financial services we offer and assist our clients with.

What We Offer

About Our Firm

A Team Approach to Wealth Planning

At Oak & Stone Capital Advisors, our goal is to provide a greater understanding of your and financial needs through communication and analysis while simultaneously building and maintaining a long lasting relationship dedicated to quality service, communication, professionalism and integrity.

Our Financial Services

WHo We Are

About Joe Catanzaro, CFP®

Our team has joined the Oak and Stone Capital Advisors team in which we all believe the value of teamwork and what it brings to our clients.

Learn More About Joe

Financial Resources & News

At Oak & Stone Capital Advisors, we intend to provide Financial Planning in a forward-thinking and receptive environment to clients who are considerate and accountable.

With a confident voice, we help our clients feel heard and at ease, providing them with the clarity they deserve through a process we call The Cycle Formula.

Learn About The Cycle Formula