Bluestone Financial Advisors

Bluestone Financial Advisors is a small financial advisory firm located in Bethesda, Maryland. With three employees, they generate annual revenue of $2.5 million. Bluestone specializes in providing financial guidance to entrepreneurs. The firm offers a comprehensive range of strategic advisory services tailored to the unique needs of entrepreneurs. These services encompass cash management, investments, insurance, estate planning, real estate, business resources, and health resources. Bluestone's advisors work closely with clients to develop personalized financial plans that align with their business objectives and long-term goals. Bluestone distinguishes itself through its fixed-fee retainer compensation model. This structure aligns their interests with those of their clients, as they are rewarded for providing valuable advice and achieving positive outcomes, rather than for generating transactions or managing a large portfolio. For inquiries or to learn more about Bluestone Financial Advisors' services, interested parties can visit their website at bfa-llc.com.