Joseph Stone | MSW Financial Partners

Joseph Stone, CLU®, ChFC
Firm Principal

For over 50 years, MSW has privately counseled each client to make informed decisions allowing them to fully achieve their most important financial goals. As the Firm Principal and one of the founding partners of MSW, Joseph Stone has been delivering personalized financial services to businesses and individuals for over 50 years. With his extensive knowledge, he has guided companies of all sizes when making tough financial decisions. He has mentored small businesses and the owners to make the best judgments when it comes to organization and process. He provides retirement planning, risk management, investment planning, and management consulting from the Boston office servicing the east coast region clientele. 


As a graduate of Bradley University in Peoria, IL, Joseph began his financial advisor journey as a general agent with Berkshire Life. He then advanced to become a district manager for Equitable Life and prior to starting MSW, he worked as an advisor with Partners Financial-MA in 1989. Joseph is both a Registered Representative and an Investment Advisor Representative with Kestra Investment Services, LLC.


Joseph’s ability to comprehend and navigate his client's goals and outcomes makes him a leader in the industry. He asks tough questions, designs creative solutions, coordinates planning resources, secures financial instruments, and manages performance results for each and every one of his clients. His innate understanding of long-term care planning, investment analysis, or savings and cash flow advice helps to make the client’s process more simple and manageable.  Joseph guides clients to understand, evaluate, develop, implement, and manage financial plans to ensure successful financial futures. Whether you’re starting a business, struggling with debt, or working towards a future lifelong goal, Joseph Stone can help to provide insights that make a positive impact on your investments.


Joseph Stone specializes in:

  • Investment Management

  • Cash Flow/Savings Planning

  • Asset Protection Strategies

  • Individual Insurance Portfolio Reviews

  • Charitable Gifting, Family Wealth Strategies

  • Long-Term Care Planning etc.

  • Retirement & Trust Distribution Strategies

  • Insurance & Benefit Planning (Life, Health, & Disability)

  • Retirement Plan Design (401K, Simple & SEP IRAs, Defined Benefit Plans)

  • Owner & Key Employee Benefit Packages (specialized)

  • Buy-Sell Planning

Phone: 781-740-0077  E-mail:

Firm Administrators:

Christine Evitts


Phone: 781-741-9979                Email:

Elisa Connolly