Our time together will be most effective if we understand where you stand today and where you’re hoping to go tomorrow. Together, we’ll discuss your lifestyle goals, your financial hurdles, and your desired legacy.
Personal Wealth
It starts with you
Financial & Tax Planning
Debt Planning
Business & Legal Planning
Estate Planning
Philanthropic Planning
Investment Planning
planning, strategy & execution with 6 areas of focus
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. No client is required to use Stoneford Creative, LLC. Stoneford Creative, LLC is not affiliated with Mutual Advisors, LLC.
Our goal is to simplify, centralize, and automate your financial plan, helping navigate future success.
Our time together will be most effective if we understand where you stand today and where you’re hoping to go tomorrow. Together, we’ll discuss your lifestyle goals, your financial hurdles, and your desired legacy.
Weeks 1-2
Step One: Explore
We have a simple, streamlined and sustainable approach with every client, customizing for your unique needs.
how it works
Sharing, Reviewing, Centralizing, and Analyzing Data:
You’ll be asked to share a list of documents so we can establish a baseline of your current financial state. We’ll discuss your data and help you understand how your financial goals tie into your financial reality.
Weeks 2-4
Step Two: Collaborate
Executing On the Promise: From here, we’ll begin carrying out your financial plan.
We'll customize our engagement to your preferences, allowing you to enjoy leisure time while we handle the rest.
Weeks 4-7
Step Three: Implement
questions & answers
Can we work together virtually?
Yes. While our company is proudly headquartered in Minnesota, we work with people and have team members all across the country. With modern technology, we meet through video conferencing and stay in close touch whether you’re here in person or not.
How do you get paid?
We work with people looking to delegate their critical financial needs on an ongoing basis. We charge a fee that’s a percentage of the value of the investments we manage. We also have services that require a flat fee such as tax and estate planning.
We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources.
What are Stoneford's credentials?
Our financial advisors are accomplished professionals who uphold a strong fiduciary* standard in advisory relationships, putting your interests before our own. We have years of experience taking a holistic approach to life planning that starts with the client first mindset. We partner with the best so that our clients can receive the support that they deserve. We aim to be fair and transparent with our fee structure and are forthcoming with expectations.
Our Values