Broker Check

Our Company

J.R. Summers, Founder

J.R. Summers, Founder

“It became evident to me over a quarter century ago that, although many advisors are well-intentioned, conflicts of interest did and still do exist. Some will state, as fiduciaries, that their pricing methods align them with a "best interests" standard. However, many aren't willing to gain the required competency or devote the time it takes to adequately "manage" and monitor their clients' investments. Isn't this in fact what clients need; someone engaged in actively protecting them from risks? Instead, many advisors choose to rely on basic asset allocation, diversification, and rebalancing technology to do this for them. I take great pride in having built a mission-minded company that embraces the deepest of sentiments on serving our clients best interest above all.”

Our Mission

Our Mission

In fulfilling our mission to help guide and protect our clients' personal financial security, we apply science, discipline and wisdom.

We have honorably built SHEPTM with our mission in mind. And with great care, diligence, and time-tested strategies supported by science, we are making it possible for our clients to obtain financial freedom with far less risks.


Nobel Prize Research

Nobel Prize Research

If there’s anything history has taught us, many investors have relied on unproven and often speculative theories in hopes of hitting it big. Even though Modern Portfolio Theory has proven its merit in reducing risks for a given rate of return, investors should not rely on this alone. Technical analysis is a scientifically sound approach proven to reduce risks and increase profits. Although no one can precisely predict the future, our primary tenet is that history can and does repeat itself, and as such, we can rely on past patterns in price movements and trends to help predict future price movements. Our approach applies these practical and proven principles to rationally growing and protect our clients’ life savings.

Our Story

Stone Wall Financial is a Registered Investment Advisor (RIA) company founded by J.R. Summers.

Early in his career, he was fortunate to have mentors of high character. Committed to aligning his own core values of service and loyalty as a trusted financial steward, he diligently guided them in pursuit of their financial goals. It wasn’t long before the greed so evident across the industry revealed itself. He personally experienced the pressure to “perform” in ways that were unethical and cloaked with conflicts of interest.

Our Story

With a burning passion for serving clients with utmost honor and integrity, J.R. soon after opened his own fee-based RIA. As an ambassador for justice, he served as a litigation consultant and expert witness to more than 150 unsuspecting investors damaged by their advisors. Facts are, between 2018 and 2022 alone, 37,053 investor complaints were filed with FINRA representing over $466M in fines and restitutions, constituting 3,452 individuals either being barred or suspended.

J.R. has continuously deepened his commitment to building firm models, technology, and resources capable of serving and protecting investors with the highest ethical standards. In that pursuit, SHEP™ was born as his flagship accomplishment, rooting its automated portfolio management system in proven scientific and academic investing principles, capable of protecting clients from signficant losses during market downturns.

Our Values

Honesty

Honesty

We uphold the highest standards of moral character and integrity; operating with clear transparency and candor.

Loyalty

Loyalty

We are fully devoted to acting in our clients and employees’ best interest above all.

Excellence

Excellence

We are committed to continuous improvement, responding to changing market conditions, and delivering best-in-class performance.

Relationships

Relationships

We know that trust is earned not just through verbal platitudes of authenticity and care. We gain trust through delivering results, putting our clients' best interests and safety above all.

Achievement

Achievement

Success starts with envisioning a well-defined destination. We consider our efforts an achievement when our clients realize financial freedom.

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