When I founded Stonewood Financial over 20 years ago, I had no idea the industry force it would become.
At the time, we were a retail practice, and like so many successful companies in our industry, our growth began when other advisors asked about our secret to success - and if we could help them replicate it.
Today, Stonewood provides a complete suite of marketing, software and training to our country’s most successful, growth-minded advisors.
We’ve added many new followers in recent months, so let's take this opportunity to dive into who Stonewood is today - and how it can help drive your practice growth in the year ahead.
At Stonewood, we pride ourselves on being more than just a company—we are a partner in your success. Through our membership model, we deliver the tools, strategies, and training to help you help your clients prepare for today’s biggest retirement risks. From tax and legislative changes to new ways to evaluate income needs, if you want to stay ahead of the curve (and ahead of the competition) we can help.
Above all, Stonewood is here to help you open conversations and close business.
At Stonewood, we focus on the front end of the sales process:
Stonewood is the most effective training they’ve ever
experienced, this is your chance.
We know the market is full of software and marketing programs aimed at advisors like you. So what drives Stonewood’s success? Why do top advisors choose to partner with us for practice growth?
We draw on deep knowledge from within and outside of our industry. Our team includes long-time industry veterans and those bringing the best ideas from outside the industry. We leverage actuarial expertise (me), White House experience (Becky), and knowledge of emerging retirement risks (Neil) into creating leading-edge opportunities for Stonewood members.
Our goal? To be industry experts creating industry experts.
When you join Stonewood Financial, you’re not just investing in software or marketing—you’re investing in a proven system for growth. Our mission is to help you succeed by providing unmatched support, actionable insights, and innovative tools that drive results.
Here’s what makes us different:
Expertise: We’ve been where you are, and we know what it takes to succeed.
Results-Driven: Our focus is on delivering measurable outcomes that grow your practice.
Comprehensive Support: From software to strategy, we have you covered.
Commitment to Excellence: We work with you to refine your approach and exceed your goals.
Our mission at Stonewood is simple: to help advisors like you have their Best Year Ever.
As we start 2025, I encourage you to make an investment in the success of your practice. That starts with a small investment of time. If you haven’t experienced Stonewood for yourself, click here to schedule a demo. If you’re already a member, click here to book a coaching call and our team will update you on what’s new in your membership for 2025.
Here’s to a year of growth and success!