Myriah Lipke
Stone Pine Financial Partners · Media, Pennsylvania
Myriah Lipke is a fee-only financial advisor at Stone Pine Financial Partners in Media, Pennsylvania, who holds the CFP credential. Myriah focuses on retirement planning, tax planning and estate & legacy planning. Stone Pine Financial Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Stone Pine Financial Partners |
|---|---|
| Based in | Media, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $256.8M across 689 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7352910 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.stonepinefinancial.com |
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Questions about Myriah
Is Myriah Lipke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Myriah holds no broker registration, and Stone Pine Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Myriah charge for financial advice?
Myriah's firm, Stone Pine Financial Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Myriah charge?
According to Stone Pine Financial Partners's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Myriah Lipke based?
Myriah Lipke is based in Media, Pennsylvania.
What does Myriah specialize in?
Myriah's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Myriah works with retirees and pre-retirees.
What credentials does Myriah Lipke hold?
Myriah Lipke holds the CFP credential.
Is Myriah Lipke registered with the SEC?
Yes. Myriah Lipke is registered as an investment adviser representative in PA (CRD 7352910), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stone Pine Financial Partners manage?
Stone Pine Financial Partners reports $256.8M across 689 accounts in assets under management.
How do I contact Myriah Lipke?
Through Myriah's website, www.stonepinefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Stone Pine Financial Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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