About Stoneway Financial

Stoneway Financial is a Tyler and Dallas-based wealth management firm founded by Jim Rees in 2007. We’re dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. Our mission is to partner with clients on their journey to financial stability and financial independence.


Core Values

Our core values are honesty, integrity and maintaining a client-centric approach to financial planning and investment. We believe that if you take care of your clients, it fosters deeper relationships which leads to better collaboration.