A complete list of active advisors currently associated with Stonewell Financial Management LLC

Warmer can help you find a great advisor at Stonewell Financial Management LLC or one who fits your needs even better.

Stonewell Financial Management LLC provides discretionary investment management and related advisory services to individuals and high‑net‑worth clients, including guidance on retirement accounts and rollovers. The firm constructs customized portfolios primarily using low‑cost mutual funds and ETFs and may incorporate individual securities or legacy holdings when appropriate. The advisor applies fundamental analysis and a generally long‑term investment approach, with periodic rebalancing and tactical reallocations to address client goals, risk tolerance and cash needs. It operates as a fiduciary, maintains continuous client contact, and typically directs clients to an institutional custodian with advisory fees deducted from custodial accounts while it does not hold client custody beyond that limited authority. Notable distinctions include that the firm is newly established and, unlike many peers in its regulatory category, offers direct portfolio management for individual clients rather than operating proprietary or private funds or charging performance‑based fees. The firm’s principal also maintains a separate, commission‑based insurance practice (about 10% of his time), a relationship the brochure discloses as a potential conflict when insurance products are recommended.

To learn more about the advisors currently working at Stonewell Financial Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Joseph Schneider	Boise, ID	2

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