Welcome to Stoneford
We create accessible financial solutions for those eager to be empowered.
Who we are
Stoneford was founded with a simple belief: financial services should be accessible, practical, and personal.
Meet the Team
What We do
We help clients build and implement financial strategies that make sense for where they are and where they’re headed.
Who We Serve
We exist to bring clarity and confidence to areas that often feel complex or out of reach. Every client we serve, whether an individual, family, or organization, should know that we are for them, and so is our network.
From health and retirement benefits for churches to investment management for families and business owners, we create real-world solutions that work. Together, we explore, collaborate, and execute so your plan doesn’t just exist, it works for you.
Stoneford was founded in 2023 by a team led by Casey Hayden, who shared a vision for a more accessible, mission-driven approach to financial services. After years of serving both institutional and individual clients, the team recognized a gap - too many organizations and families were left navigating complex financial systems without clarity or partnership. Stoneford was built to change that: a place where expertise meets empathy, and where financial strategies are grounded in stewardship, transparency, and shared purpose.
Under Casey’s leadership, the firm draws from decades of investment experience and a deep understanding of how values and finances intersect. Having managed over $550 million in assets and guided clients through varied market cycles, Casey and the Stoneford team bring a disciplined, values-driven approach to every relationship. Together, we help clients—churches, nonprofits, families, and business owners—develop plans that align with their goals and convictions, so they can move forward with confidence and clarity.
Our story
We are your guide to Sustainability & Growth
Our Services
Personal Wealth
Insurance
Benefits
Investment Management
Investment advisory services offered through Mutual Advisors, LLC DBA Stoneford Advisors, an SEC registered investment adviser. Stoneford Advisors, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
Insurance, Tax, Estate, Business Services offered through Stoneford Creative, LLC, Malone Management LLC, and Sela Advisors LLC. No client of Stoneford Advisors is required to use Stoneford Creative, LLC, Malone Management LLC, or Sela Advisors LLC. Stoneford Creative, LLC, Malone Management LLC, and Sela Advisors LLC are not affiliated with Mutual Advisors, LLC.
Investment advisory services offered through Mutual Advisors, LLC DBA Stoneford Advisors, an SEC registered investment adviser. Stoneford Advisors, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
Insurance, Tax, Estate, Business Services offered through Stoneford Creative, LLC, Malone Management LLC, and Sela Advisors LLC. No client of Stoneford Advisors is required to use Stoneford Creative, LLC, Malone Management LLC, or Sela Advisors LLC. Stoneford Creative, LLC, Malone Management LLC, and Sela Advisors LLC are not affiliated with Mutual Advisors, LLC.
A comprehensive and personalized plan that empowers you to navigate life’s financial complexities with confidence and clarity. Tax, Risk and Insurance, Investment, Debt, Estate, Legal, Business, and more.
Personal Wealth
Insurance
Benefits
Investment Management
Stoneford Insurance was designed to bring implementation to the strategies we planned for. We started this agency to help individuals, employers, organizations, and associations have meaningful and affordable risk and health strategies.
Insurance:
Investment advisory services offered through Mutual Advisors, LLC DBA Stoneford Advisors, an SEC registered investment adviser. Stoneford Advisors, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
Insurance, Tax, Estate, Business Services offered through Stoneford Creative, LLC and/or Auxford LLC. No client is required to use Stoneford Creative, LLC. Stoneford Creative, LLC is not affiliated with Mutual Advisors, LLC. Furthermore, these are all separate legal entities that do not share client data.
Benefits
Investment Management
Personal Wealth
Personal, Commercial, and Individual Health
At Stoneford, we believe that every person should have access to quality solutions, with proper cost expectations. We don't believe that quality and robust services equal high costs. This is why we have designed plans to meet your needs. We believe that every single employee should be offered a solution. Here we share about our pooled or custom retirement plans, our captive, fully/level funded, individual, and ancillary benefit plans.
Benefits
Investment advisory services offered through Mutual Advisors, LLC DBA Stoneford Advisors, an SEC registered investment adviser. Stoneford Advisors, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
Insurance, Tax, Estate, Business Services offered through Stoneford Creative, LLC and/or Auxford LLC. No client is required to use Stoneford Creative, LLC. Stoneford Creative, LLC is not affiliated with Mutual Advisors, LLC. Furthermore, these are all separate legal entities that do not share client data.
Personal Wealth
Insurance
Investment Management
Leverage our approach and our strategy to work towards long term goals, focusing on cash flow, liquidity, preservation, and growth. Tailored and customized portfolios to help implement your goals.
Investment Management
Investment advisory services offered through Mutual Advisors, LLC DBA Stoneford Advisors, an SEC registered investment adviser. Stoneford Advisors, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
Insurance, Tax, Estate, Business Services offered through Stoneford Creative, LLC and/or Auxford LLC. No client is required to use Stoneford Creative, LLC. Stoneford Creative, LLC is not affiliated with Mutual Advisors, LLC. Furthermore, these are all separate legal entities that do not share client data.
Personal Wealth
Insurance
Benefits
Investments
Benefits
Insurance
A comprehensive and personalized plan that empowers you to navigate life’s financial complexities with confidence and clarity. Tax, Risk and Insurance, Investment, Debt, Estate, Legal, Business, and more.
Personal Wealth
Investment advisory services offered through Mutual Advisors, LLC DBA Stoneford Advisors, an SEC registered investment adviser. Stoneford Advisors, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
Insurance, Tax, Estate, Business Services offered through Stoneford Creative, LLC, Malone Management LLC, and Sela Advisors LLC. No client of Stoneford Advisors is required to use Stoneford Creative, LLC, Malone Management LLC, or Sela Advisors LLC. Stoneford Creative, LLC, Malone Management LLC, and Sela Advisors LLC are not affiliated with Mutual Advisors, LLC.
Investments
Benefits
Stoneford Insurance was designed to bring implementation to the strategies we planned for. We started this agency to help individuals, employers, organizations, and associations have meaningful and affordable risk and health strategies.
Insurance: Personal, Commercial, and Individual Health
Wealth
Investment advisory services offered through Mutual Advisors, LLC DBA Stoneford Advisors, an SEC registered investment adviser. Stoneford Advisors, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
Insurance, Tax, Estate, Business Services offered through Stoneford Creative, LLC and/or Auxford LLC. No client is required to use Stoneford Creative, LLC. Stoneford Creative, LLC is not affiliated with Mutual Advisors, LLC. Furthermore, these are all separate legal entities that do not share client data.
Investments
At Stoneford, we believe that every person should have access to quality solutions, with proper cost expectations. We don't believe that quality and robust services equal high costs. This is why we have designed plans to meet your needs. We believe that every single employee should be offered a solution. Here we share about our pooled or custom retirement plans, our captive, fully/level funded, individual, and ancillary benefit plans.
Benefits
Insurance
Wealth
Investment advisory services offered through Mutual Advisors, LLC DBA Stoneford Advisors, an SEC registered investment adviser. Stoneford Advisors, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
Insurance, Tax, Estate, Business Services offered through Stoneford Creative, LLC and/or Auxford LLC. No client is required to use Stoneford Creative, LLC. Stoneford Creative, LLC is not affiliated with Mutual Advisors, LLC. Furthermore, these are all separate legal entities that do not share client data.
Leverage our approach and our strategy to work towards long term goals, focusing on cash flow, liquidity, preservation, and growth. Tailored and customized portfolios to help implement your goals.
Investment Management
Benefits
Insurance
Wealth
Investment advisory services offered through Mutual Advisors, LLC DBA Stoneford Advisors, an SEC registered investment adviser. Stoneford Advisors, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
Insurance, Tax, Estate, Business Services offered through Stoneford Creative, LLC and/or Auxford LLC. No client is required to use Stoneford Creative, LLC. Stoneford Creative, LLC is not affiliated with Mutual Advisors, LLC. Furthermore, these are all separate legal entities that do not share client data.