Highstone Group offering Financial Services

Your Comprehensive Financial Advisors since 1983

Privately owned and family operated

For three decades, Highstone Group has delivered successful financial planning options to individuals and families, as well as small businesses, through it’s unique approach to finance and money management.

As a privately owned and family operated financial advisory group, we provide unparalleled customer service that focuses directly on each client, their specific needs, and financial goals. We take the time to advise you on every financial need and to help you avoid common pitfalls and mistakes.

Lilly and Gus
Lilly and Gus - Our Extended Family

History

Founded in 1983 by Ronald “Ron” Hochstein in Richmond, Virginia, Comprehensive Financial Planning Corporation, dba Highstone Group, has evolved from providing basic financial planning and investment advice to covering all aspects of financial health, included retirement and estate planning, long term care decisions, health and life insurance guidance, as well as tax planning and preparation.

Other members of the business team include Amy Hochstein Clark, Ron’s daughter, and his son Justin Hochstein.

Building a Relationship

Let us work with you to find the solution that fits you, individually. We want to build a relationship based on confidence and trust that will grow as you and your future grow. At Highstone Group, we take the time to see that your acorn gets a good start, and we'll be there when the branches begin to spread. Our representatives know how to make the seeds of today grow into the financial security of tomorrow.

Ronald J. Hochstein, CFP®

President

Ronald J. Hochstein, CFP
Ronald J. Hochstein, CFP
Check Ron Hochstein Finra summary

After serving in the US Army during the late 1960’s and early 1970’s, Ron started his civilian career working for a commercial airline. While employed there, he also earned a Bachelor of Science degree in Business Management from the University of Maryland. In the late 1970’s, he entered the financial service industry and has spent over 40 years counseling clients and their families. He is a registered principal with Silver Oak Securities, Inc., member FINRA//SIPC.

Licensed

Series 7
Series 63
Series 24

Amy Hochstein Clark, CFP®

Investment Advisor Representative

Amy Hochstein Clark, CFP
Amy Hochstein Clark, CFP
Check Amy Hochstein Clark Finra Summary

Amy is a graduate of the Pamplin School of Business at Virginia Polytechnic & State University where she obtained her Business Marketing Management Degree in 1994. She has been an Investment Advisor Representative with Highstone Group since August 1996 and a registered representative since 1996. Amy is currently a registered representative of Silver Oak Securites, Inc. a registered broker/dealer firm, member FINRA/SIPC.

Amy is a Chartered Financial Consultant, Chartered Life Underwriter, and a Certified Financial Planner. She has also been a licensed insurance agent with Comprehensive Financial Insurance Services, Inc. since August 1996.

She is married and has two young daughters. Amy is aware of the many challenges women face from balancing motherhood, work, and elder care issues. Amy and her family are also very active with animal rescue.

Licensed

Series 7
Series 63
Series 65

Justin P. Hochstein, CFA®

Investment Advisor Representative

Justin P. Hochstein
Justin P. Hochstein
Check Justin Hochstein Finra Summary

Justin is a graduate of Davis College of Business and Economics at Radford University with a Bachelor of Science Degree in Finance / Business Administration. He has been an Investment Advisor Representative with Highstone Group since 1999 and a registered representative of Silver Oak Securities, LLC a registered broker/dealer firm, member FINRA/SIPC.

He has also been a licensed insurance agent with Comprehensive Financial Insurance Services, Inc. since August 2005. Justin is a CFA Charter holder and is a member of The CFA Society of Virginia.

Away from the office, Justin enjoys spending his time outdoors whether biking, skiing or just time with his wife and dogs.

Licensed

Series 7
Series 63
Series 65
Series 24

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we currently require limited access to individuals residing in state residents of: AL , CA, CO, DC, FL, GA, KY, MD, NE, NJ, NY, NC, OH, PA, SC, TX, WA, VA. Securities offered through Silver Oak Securities, Inc., Member FINRA / SIPC.Fee-based advisory services offered through Highstone Group, a registered investment advisor.

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