Photo by Bethany Barrett
We are a comprehensive financial services firm dedicated to helping individuals and organizations achieve their financial goals.
Our team of experienced advisors, combined with our business solutions expertise and counsel across our ecosystem, provides a holistic approach to financial services to bridge the muddy territory between organizational needs and personal solutions.
We serve individuals, families, estates, churches, non-profits, foundations, small businesses, associations, chambers, and victims of trafficking and domestic violence.
We create accessible financial management solutions for those eager to be empowered.
Helping you stay on mission with a clear vision for personal wealth, investment management, retirement and group insurance plans.
We specialize in connecting personal wealth to personal and commercial insurance, healthcare, and employer health & ancillary plans.
We are your guide to Sustainability & Growth
our services
Association, Church, Chambers, & Networks
Ancillary
Group Health
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.
We partner with soloprenuers, pastors & churches, pension funds, associations, new plans, old plans, and everything in between, to optimize your retirement solutions for you and your team. Our aim is to minimize fees, tailor the investment menu, and provide solutions & technology that encourages folks to stay on track.
Retirement Plans
Participant Solutions
Association, Church, Chambers, & Networks
Ancillary
Leverage our approach and our strategy to work towards long term risk planning for your organization. We don't simply offer you a policy, we help you think through what you are insuring, and how to mitigate risk. From worker's comp to liability to auto to property, we are going to work with you towards sustainability.
Group Health
Retirement Plans
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.
Participant Solutions
Association, Church, Chambers, & Networks
Through our partners, we offer ancillary benefit solutions that supplement your plans.
Ancillary
Group Health
Retirement Plans
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.
Participant Solutions
We offer a robust and consultative approach to managing your benefits- with cost and sustainability in mind. With Stoneford, every single employee gets quoted, and we design an offering that gives everyone access to a plan. Individual, Fully Insured, Self-Funded, Captive, Direct Primary Care, plus all of the ancillary benefits. We can mix in benefit + HR administration technology, as well as a payroll.
Association, Church, Chambers, & Networks
Ancillary
Group Health
Retirement Plans
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.
Participant Solutions
Every single participant of our benefit plans gets access to all of our tools, plans, and solutions at a discounted price or free. These solutions include planning technology, marketplaces, estate planning, insurance plans, etc.
Participant Solutions
Ancillary
Group Health
Retirement Plans
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.
Association, Church, Chambers, & Networks
With our signature Stoneford Access marketplace, we Empowering Peace & Encouraging Sustainability by building a marketplace for your needs.
Stoneford Access is meant to provide access to insurance solutions that fit inside the needs of your financial plan. If you don't have a financial plan, no worries, we can build one with your through our advisory program.
We believe that your financial success depends solely on your ability to navigate the complexities. We are here to help guide, strategize, and/or implement. Stoneford Access was designed for individuals, families, estates, small businesses, and more. For those who work with us
Stoneford Access (Coming 2025)
Digital solutions
Sign Up for Alerts
Our Values
Empower
Collaborate
Integrity
Accessible
Stoneford Advisors leverages our expertise and experience for the benefit of communities around us. This holds true across multiple service solutions. We help you strategize and implement.
We have entered into strategic partnerships and provider relationships with the following groups and you can click each to learn more:
Meet the team, access the tools
Connect Today
Shop now!
in your inbox monthly
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.