Company Overview
- Headquarters
- 162 Wetherby Ln, Westerville OH
- Website
- bluestonewp.com
- Phone
- (614) 885-2853
- Employees
- 37
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 5239 CompaniesNAICS Code 52 CompaniesNAICS Code 52393 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$7B
Who is Bluestone Wealth Partners
Bluestone Wealth Partners is a fee-based financial services firm located in Westerville, Ohio. They are a privately held company with 37 employees. Bluestone Wealth Partners provides personalized wealth management advice to successful executives, business owners, and professionals. Their clients typically have existing advisors, such as attorneys and accountants, but seek comprehensive financial planning guidance to coordinate their estate and investment strategies. Bluestone Wealth Partners differentiates itself by offering comprehensive wealth management advice, presented in a clear and understandable manner to empower clients to make informed financial decisions. Clients interested in learning more about Bluestone Wealth Partners can visit their website at bluestonewp.com. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member SIPC.
Bluestone Wealth Partners Tech Stack
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 7M | 6 | Baltimore, MD | 1989 | |
| 7M | 12 | Encinitas, CA | 2014 | |
| 7M | 1 | Lafayette, IN | ||
| 7M | 8 | Fishers, IN | 1994 | |
| 7M | 6 |