Bluestone Wealth Partners Employee Directory

Financial ServicesOhio, United States11-50 Employees

Bluestone Wealth Partners provides personalized and comprehensive wealth management guidance to successful executives and business owners across the United States. The firm translates complex financial concepts into clear, actionable options to help clients pursue their financial objectives. Based in Westerville, Ohio, it operates as a fee-based financial services firm and coordinates with clients' existing advisors to align estate, tax, and investment planning.

Its client base includes corporate executives, business owners, and professionals who lack the time or expertise to manage personal financial planning to the same level as their professional pursuits. By facilitating coordination among clients' attorneys and accountants, Bluestone aims to reduce gaps that can affect the overall plan. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, which underpins the firm's advisory and brokerage offerings.

Sign up for free to view info

Company overview Email format