Stone Arch Advisory Group

Home
United States
Edina, MN
Stone Arch Advisory Group

Our firm provides multi-generational planning to our clients' families and their children.

06/02/2026

We are deeply saddened to share that our colleague and Financial Advisor Kevin Casper, passed away on May 28, 2026, after a courageous battle with glioblastoma.

Kevin served clients with integrity, care, and a sense of humor over a 25‑year career, impacting more than 2,400 lives. He was also a devoted husband to Naomi and proud father to Chase, Maryn, and Maddyn—family was everything to him.

Memorial Details:
Visitation: June 8, 2026 (5–7 PM) – White Funeral Home, Lakeville, MN
Visitation: June 9, 2026 (9:30–11:00 AM) – Hosanna Church, Lakeville, MN
Memorial Service: June 9, 2026 (11:00 AM) – Hosanna Church, Lakeville, MN

For more details and the family’s wishes, please see: https://www.whitefuneralhomes.com/obituary/kevin-casper

Please join us in keeping Kevin’s family in your thoughts and prayers. Our team is here to support Kevin’s clients during this time. If you need assistance or have questions, please reach out to us.

06/01/2026

We’re thrilled to welcome Kanthi Yalamanchili to the Stone Arch Advisory Group family!

Kanthi partners with individuals and business owners to turn financial goals into reality through comprehensive planning and strategic investment guidance. Her areas of focus include investment planning, business succession and acquisitions, risk management, estate planning, and employment contract negotiations.

Kanthi is especially passionate about financial literacy, technology, entrepreneurship, and making a positive social impact—helping clients build, protect, and grow their wealth with purpose.

Welcome to the team, Kanthi!

05/25/2026

This Memorial Day, we observe with deep gratitude and reverence those who gave their lives for freedom.

05/22/2026

What does a successful exit really look like—for your business and your life?
Find out in our upcoming webinar: Exit with Clarity: Aligning Business Value & Personal Freedom

Join Stone Arch Advisory Group's Co-Founder and Partner Craig Volk, and Paradise Capital CEO Paul Niccum and Paradise Capital Partner Dan Niccum on May 28 at 10 AM (CT) for a focused 30-minute session packed with practical insights to help you prepare for what’s next.

✅ Align your business value with personal goals
✅ Gain clarity on your transition strategy
✅ Learn from experienced financial professionals

Spots are limited—register now: https://nm.zoom.us/webinar/register/WN_ySVYs7X2RXuL-SX-5rTF_w

05/19/2026

You're Invited!

Exit with Clarity: Aligning Business Value & Personal Freedom
May 28, 2026 • 10:00 AM CST

Business owners: your exit should fund the life you want — not create regrets. Join Paradise Capital and Stone Arch Advisory Group for a practical webinar that goes beyond valuation to focus on emotional readiness, financial structuring, and strategic timing.

What we’ll cover:
- The “No Regrets” framework for owner-first planning
- Personal Runway & after‑tax proceeds modeling
- Pre‑LOI tax, estate, and charitable planning essentials
- How enterprise value and personal planning intersect to deliver true freedom
- Live Q&A

Reserve your spot: https://nm.zoom.us/webinar/register/WN_ySVYs7X2RXuL-SX-5rTF_w

05/18/2026

May is Mental Health Awareness Month—a timely reminder that financial wellness and mental health are deeply connected. Feeling confident about your finances can help reduce stress, increase clarity, and support your overall well-being. At Stone Arch, we believe that caring for your financial life is an important step toward caring for yourself.

If you’re feeling anxious about your financial future, you're not alone. We’re here to help with resources and guidance that support both your financial and personal well-being.

Contact us for a free "ask anything" call - https://www.stonearchadvisorygroup.com/connect

05/14/2026

Thinking about student loans?

Before you borrow, pause and plan. This helpful guide from Northwestern Mutual walks through the types of loans, repayment options, and how to borrow smarter, so your future finances aren’t sidelined by unnecessary debt.

Key takeaways:
- Understand federal vs. private loans and repayment flexibility
- Borrow only what you need—budget for the full cost (tuition, fees, living expenses)
- Explore repayment plans, forgiveness programs, and refinancing only after weighing pros/cons

Read the full article: https://www.northwesternmutual.com/life-and-money/student-loans-101-everything-you-need-to-know-before-you-borrow/?utm_source=facebook&utm_content=_&agentid=077137

And if you want a personalized look at how student debt could affect long-term goals, our team can help model scenarios. Reach out today - https://www.stonearchadvisorygroup.com/connect

05/10/2026

Today we celebrate the moms on our Stone Arch team. Thank you for your leadership, compassion, and tireless dedication—both to your families and to the clients and colleagues you support every day. We’re grateful for the perspective and strength you bring to our firm.

Happy Mother’s Day to all the incredible moms at Stone Arch!

05/05/2026

Team Tuesday at Stone Arch Advisory Group

At Stone Arch Advisory Group in St. Cloud, MN, it’s all about great people, strong collaboration, and an environment where everyone can do their best work.

This team brings energy, dedication, and a shared commitment to supporting clients and each other every day. We’re proud of the culture we’ve built — and we’re excited to keep growing!

Check out our open positions:
Operations Associate: https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=67f4ae0b-04b7-4a28-ad97-c48bc4c2c9f4&ccId=19000101_000001&jobId=582955&lang=en_US&source=LI

Associate Financial Advisor: https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=67f4ae0b-04b7-4a28-ad97-c48bc4c2c9f4&ccId=19000101_000001&jobId=582601&lang=en_US&source=LI

Associate Wealth Management Advisor: https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=67f4ae0b-04b7-4a28-ad97-c48bc4c2c9f4&ccId=19000101_000001&jobId=575987&lang=en_US&source=LI

If you’re looking to join a team that values hard work, teamwork, and a positive workplace, we’d love to connect.

05/04/2026

Please join us in congratulating Financial Planning Analyst Charlie Nicklay, CFP®, RICP® on his five-year anniversary with Stone Arch Advisory Group!

Charlie reflected on his time at Stone Arch: "What attracted me to Stone Arch was its people, values, and shared sense of purpose. Over five years, the culture and growth opportunities have made the experience incredibly meaningful."

Over the past five years, Charlie has been a reliable member of our planning team—supporting client goals, refining financial plans, and helping drive our continued growth. His commitment to our clients and collaborative spirit make a real difference every day.

Thank you, Charlie, for all you do. We’re proud to celebrate this milestone with you and look forward to many more great years together!

Address

3600 Minnesota Drive, Suite 600
Edina, MN
55435

Website

http://stonearchadvisorygroup.com/

Alerts

Be the first to know and let us send you an email when Stone Arch Advisory Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Stone Arch Advisory Group: