About Us
We Build Tools
That Help You Grow
Stonewood Financial started with a simple idea: complex things can be made simple and meaningful. We build software, marketing programs, and training specifically for independent financial advisors who want to grow their practice and better serve their clients.
Our Mission
We're Not an IMO.
That's the Point.
No commission share. No product push. No conflicts. We build tools you use with any carrier, through any IMO, on your terms.
LEARN HOW IT WORKSWhat Stonewood Does
- Delivers client-facing software and tools
- Zero commission involvement
- Works with your favorite carriers and IMOs
- Partners with your IMO to grow your practice
What an IMO Does
- Partners with Stonewood to grow your practice
- Distributes carrier products
- Shares in commissions
- Competes with other IMOs for your business
Reports Generated
Advisors Trained
Resources Downloaded
Industry Partners
Meet Our Leadership
Our leaders have run insurance companies, worked at the White House, and built wholesale teams throughout the financial industry. Learn more about Becky Ruby Swansburg, Neil Wilding, and Martin Ruby below.
Meet The TeamWe Work With the Partners You Trust
Ready To See Stonewood In Action?
See how Roth Done Right, Annuity Alpha, and our lead gen tools can work for your clients.
