Retirement Plans
Health Insurance
Ancillary Insurance
Stoneford provides OCIO (Outsourced Chief Investment Officer) services that bring institutional-level portfolio management to individuals, families, and organizations.
Investment management
Commercial Insurance
Stoneford provides OCIO (Outsourced Chief Investment Officer) services that bring institutional-level portfolio management to individuals, families, and organizations.
Malone Management, Stoneford's sister company, provides flat-fee document preparation and consulting services to help individuals and organizations navigate important financial and planning decisions with clarity.
Formation, Governance, & other Documents
Malone Management, Stoneford's sister company, provides flat-fee document preparation and consulting services to help individuals and organizations navigate important financial and planning decisions with clarity.
Benemere Tax, Stoneford' sister company, provides tailored tax planning and preparation services for individuals, clergy, families, small businesses, nonprofits, and estates to help clients navigate complexity with clarity and confidence.
Tax
Business Services
Benemere Tax, Stoneford's sister company, provides tailored tax planning and preparation services for individuals, clergy, families, small businesses, nonprofits, and estates to help clients navigate complexity with clarity and confidence.
Stoneford's investment approach emphasizes stewardship, diversification, and long-term consistency, helping you grow and protect wealth through portfolios aligned with both your financial objectives and personal convictions.
From term coverage for specific seasons of life to permanent and whole life plans that build value over time, our solutions provide lasting financial protection for you and your loved ones. Add long-term care coverage to prepare for future health needs and maintain independence with confidence.
Personal Lines
Life & LTC
Personal Wealth
From term coverage for specific seasons of life to permanent and whole life plans that build value over time, our solutions provide lasting financial protection for you and your loved ones.
Stoneford's investment approach emphasizes stewardship, diversification, and long-term consistency, helping you grow and protect wealth through portfolios aligned with both your financial objectives and personal convictions.
Malone Management, Stoneford's sister company, helps individuals and families prepare essential estate planning documents through clear, flat-fee guidance.
Estate Planning
Tax Planning & Prep
Malone Management, Stoneford's sister company, helps individuals and families prepare essential estate planning documents through clear, flat-fee guidance.