About Us
The Stoneham Group was founded with a simple goal: to give clients and their loved ones peace of mind, knowing their everyday financial tasks are handled with care, accuracy, and confidentiality. No products, no commissions. Just dependable support.
We work with clients in the South Jersey and Philadelphia region and offer virtual services for those farther away.
Amy Shapiro
Founder & Principal
Hi, I’m Amy.
I’ve spent my career helping organizations bring order to complexity. I hold an MBA, was a CPA early in my career, and bring over 25 years of experience in business operations, project management, and client service, including 18 years at Deloitte.
But The Stoneham Group didn’t start as a business idea. It started at my mom’s kitchen table.
Like many adult children, I stepped in to manage her finances—paying bills, organizing paperwork, monitoring accounts. It was a lot. Even with my background, it took time to untangle everything and put systems in place that gave both of us peace of mind.
That experience made something click. I’ve always been a personal finance nerd and realized I could use that same instinct to help others. Especially those who don’t have the time, capacity, or desire to manage the details on their own.
The Stoneham Group is named for the street my mom grew up on. It’s a personal nod to where I come from and a reminder that financial work isn’t just about numbers. It’s about people, their lives, and the relationships that matter most.

Ready to explore working together?
We offer a free, 15-minute introductory call to learn about your situation and answer questions. No obligation. Just a conversation to see how we can help.