About Us | Stonewell Financial Management

The Firm

Planned together, not in pieces

Most people's finances are handled in pieces. One person manages the investments. Someone else prepares the return. A third sells the policy. None of them talk to each other, and none of them see the whole picture.

That's where things drift out of alignment. A portfolio decision that looks right on its own creates a tax bill nobody planned for. Coverage gets bought that duplicates protection already in place. Each piece is defensible by itself, and together they work against you.

Stonewell Financial Management was built the other way around. Investments and retirement are planned together, and tax strategy is coordinated directly with an independent enrolled agent rather than left as someone else's problem in April. That coordination is the point — it's what the firm is organized around.

Stonewell is an independent firm based in Meridian, Idaho, working with clients locally and remotely. Client assets are held at Charles Schwab, which serves as custodian.

Who You'll Work With

The people behind Stonewell

Joe Schneider

Financial Advisor · Founder

Joe Schneider's background is in economics, which is where his interest in investing began. The two are difficult to separate. Understanding how markets behave starts with understanding the forces underneath them, and that grounding shapes how he approaches a portfolio.

The analytical work is only half of it. The other half is the relationship — knowing a client's circumstances well enough to catch a problem while it is still small, and staying with them long enough to see decisions through. Joe thinks of the work the way a physician thinks about long-term care: the value is in continuity, not in any single appointment.

Joe lives in Meridian, Idaho. He plays tennis, is an active member of his church, and spends most of his free time outdoors.

As an investment adviser, Stonewell Financial Management acts as a fiduciary — putting client interests first with respect to the advisory services it provides.

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[TODO: partner's name], EA

Enrolled Agent · Independent Referral Partner

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[TODO: partner's name] is an independent tax professional and is not an employee, agent, or affiliate of Stonewell Financial Management. Tax services are provided separately by [TODO: their firm] under its own engagement and fees. Stonewell Financial Management does not prepare tax returns or provide tax advice. [TODO: If either party is compensated for referrals, disclose it here in plain terms.]

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