Company Overview
- Headquarters
- 6037 Frantz Rd., Suite 104, Dublin OH
- Website
- capstonewealthpartners.com
- Phone
- (614) 754-7805
- Employees
- 3
- Founded in
- 2009
- Industry
- Investment Bank/Securities Brokerage
Financials & Stats
Revenue
$3B
Who is Capstone Wealth Partners
Capstone Wealth Partners is a small, fee-only Registered Investment Adviser (RIA) located in Dublin, Ohio. The company employs four people and generates an annual revenue of $2.5 million. Capstone Wealth Partners specializes in providing comprehensive financial planning services to families. The firm's primary focus is helping families develop a comprehensive college funding plan. Their financial planners work collaboratively with clients to maximize financial aid, minimize taxes, and implement effective retirement savings strategies, all within a single, integrated plan. Capstone Wealth Partners distinguishes itself through its independent, fee-only structure. This means they are compensated solely by their clients through a fee-for-service model, eliminating potential conflicts of interest associated with commissions. For more information about Capstone Wealth Partners and their services, please visit their website at capstonewealthpartners.com.
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