What We Do    

Disciplined Investors, L.L.C. provides investment management and advice for individuals, retirement plans, and trusts.   Todd Stoner and Disciplined Investors have been providing investors with independent and objective advice since 1999. 

As a fee-only advisor, Disciplined Investors has the client's interests in mind with no incentive to trade frequently or purchase securities that pay higher commissions.  In fact, as a Registered Investment Advisor, we have the Fiduciary Duty to act in the best interests of our clients.

How We Serve You

We partner with you to help you meet your financial goals and needs.  We contribute the time, expertise, and discipline to enable you to invest successfully.  Customized solutions and service are provided to each client.

Our Team

Todd Stoner and Russell Livesay comprise the Disciplined Investor's Team. Each are committed to helping clients maximize their investment returns by utilizing long-term disciplined investing principles.

Our Services

We provide investment management to various types of portfolios both taxable and retirement accounts. We help prepare retirement projections and financial plans to enable clients to understand future risks and needs.  Specifically, we manage 401(k) rollovers, IRA accounts, college savings accounts, taxable accounts and trust accounts.  We also manage 401(k) investment plans for employers and their employees.