About us…

Stony Brook Financial is based on a simple premise: that financial resilience is achievable for any organization willing to pursue it with discipline and the right guidance.

We work with businesses, nonprofits, and institutions to optimize their financial position for the long term— whether that means strengthening treasury strategy or building the financial literacy infrastructure their people and communities need.

We bring years of experience working alongside the nation’s largest financial and credit institutions, combined with over a decade int he corporate and retail banking sector. That depth informs everything we do— from the rigor of our advisory work to the impact of our education programs.

Through careful planning, financial discipline, and steady execution we help the organizations we serve build futures that last.

We are Stony Brook Financial.