Stonehearth Capital Management
Business Contact
Jamie Upson
OwnerContact Information
Stonehearth Capital Management
100 Conifer Hill Dr, STE 105
Danvers, Massachusetts, 01923-1164
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100 Conifer Hill Dr, STE 105
Danvers, Massachusetts, 01923-1164
Get Directions
Phone: (978) 624-3000
Hours: Show
Email: info@stonehearthcapital.com
Fax: (978) 624-3007
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Last updated on Jun 4, 2025
Business Description
Stonehearth Capital Management is a fiduciary financial advisory firm in Danvers, MA. For over 40 years, we've helped families navigate retirement transitions, legacy planning, and financial caregiving for aging parents. We guide clients through Social Security, Medicare, estate planning, and investment management with a personalized, tax-aware approach. Serving the North Shore and Greater Boston, we offer trusted advice rooted in fiduciary care and multigenerational planning.
Employees: 8
Founded: 1982
Industry
Financial Services » Financial services
Financial Services » Financial services
Engaged in:
Other activities auxiliary to financial service activities
Other activities auxiliary to financial service activities
ISIC Codes
6619
6619
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Questions & Answers
Q1
How long has Stonehearth Capital Management been in business?
Stonehearth Capital Management has been in business for around 44 years.Q2
What is the phone number for Stonehearth Capital Management?
The phone number for Stonehearth Capital Management is (978) 624-3000.Q3
How big is Stonehearth Capital Management?
Stonehearth Capital Management employs around 8 people at this location.Q4
Where is Stonehearth Capital Management located?
Stonehearth Capital Management is located at 100 Conifer Hill Dr, Danvers, Massachusetts, 01923-1164.Q5
What days are Stonehearth Capital Management open?
Stonehearth Capital Management is open Mon–Fri 9 AM–5 PM; closed Sat–Sun.Q6
Is there a primary contact for Stonehearth Capital Management?
Jamie Upson (Owner) at Stonehearth Capital Management.Q7
What is the web address (URL) for Stonehearth Capital Management?
The website for Stonehearth Capital Management is www.stonehearthcapital.com.Q8
How many people are employeed at Stonehearth Capital Management?
Stonehearth Capital Management has around 8 employees at this location.Similar Companies Nearby
Additional Businesses at this Address
100 Conifer Hill Dr Danvers, Massachusetts, 01923-1164
Businesses in Zip Code 01923
Businesses in 01923: 3,150
Population: 26,357
Categories
Medical: 19%
Shopping: 15%
Professional Services: 13%
Other: 53%
Price
Moderate: 58%
Inexpensive: 31%
Expensive: 9%
Very Expensive: 2%
Other: 0%
Area Codes
978: 94%
Other: 6%
Neighborhoods
Danvers: 32%
Proctor: 7%
South Peabody: 6%
West Peabody: 12%
Other: 43%
Stats and Demographics for Zip Code 01923
Race
White: 97%
Asian: 1%
Hispanic or Latino: 1%
Black Or African American: 0%
American Indian Or Alaskan Native: 0%
Other: 0%
Gender
Female: 54%
Male: 46%
Other: 0%