Financial Advisors who consider
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We bring them together in a plan made just for you.
Financial Advisor in Dublin, OH, serving clients nationwide
The Capstone Way
Capstone Wealth Partners is a fee-only fiduciary financial planning firm based in Dublin, Ohio, with advisors in Grand Junction, Colorado, and Sarasota, Florida, serving pre-retirees and college-bound families nationwide with comprehensive planning, tax strategies, and investment management.
Traditional Advisor | Capstone Advisor |
|---|---|
Commission-based or asset-under-management (AUM) fees, always trying to get more assets under their “umbrella” or sell you something you don’t need. | We are a fee-only firm, not trying to sell you insurance products or invest all your assets with us. |
They start with assets first – trying to manage your investments or come up with a strategy before they even know you, your family, or your goals. | We start with a comprehensive goals-based plan to organize your priorities, then build a customized financial strategy. |
Transactional, with a focus on product sales, investment strategy, and limited face time. | We are a trusted partner, providing ongoing guidance, education, and a listening ear – here to help you work through life’s wins and challenges, and adjust your plan accordingly in each new season. |
The Elements of a Financial Strategy
There is more to financial planning than just investment management. The Capstone Way is a comprehensive approach that prioritizes your unique needs and goals. This method integrates the many aspects of your financial life into a cohesive strategy.
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Financial Advisor FAQ
What does a financial advisor do?
A financial advisor helps you organize your finances and build a plan to reach your goals, whether that’s saving for retirement, funding your kids’ education, managing debt, or growing your wealth. At Capstone Wealth Partners, that means looking at your entire financial picture, not just your investments, and creating a coordinated strategy across budgeting, taxes, insurance, college funding, retirement, and estate planning.
What is a fee-only financial advisor?
A fee-only financial advisor is compensated directly by clients, not through commissions or product sales. Capstone Wealth Partners is a fee-only firm, which means we’re not trying to sell you insurance products or push you toward investments that benefit us rather than you. Our incentives are aligned with helping you make the right decisions for your situation.
How is Capstone different from a traditional financial advisor?
Traditional advisors often start with your assets, building an investment strategy before they really know your goals, family, or values. We start the other way around: with a comprehensive, goals-based plan that organizes your priorities first, then builds a customized financial strategy around them. We’re also a trusted, ongoing partner, not a transactional relationship focused on product sales and limited face time.
Is investment management the same as financial planning?
No. Investment management is just one piece of a much larger picture. A complete financial plan also includes cash flow and budgeting, tax planning, debt analysis, risk management and insurance, college funding, retirement planning, Social Security and Medicare decisions, employee benefits, charitable giving, lifetime income strategies, and estate planning. At Capstone, investment management is built on top of this broader foundation, not treated as the whole plan.
Do I need a certain amount of money to work with a financial advisor?
Every firm is different, and the right fit depends on your goals and stage of life as much as your asset level. The best way to find out if working together makes sense is to schedule an introductory call, where we can learn about your situation, and you can learn about how we work.
Can Capstone help with college planning?
Yes. College funding is one of the core elements of our financial planning process. We also offer a free College Money Report™, which gives families a customized look at their college financial aid outlook and helps demystify the college funding process.
How often will I meet with my advisor?
Financial planning at Capstone is an ongoing relationship, not a one-time event. We provide continued guidance and education, and we revisit your plan regularly as your life changes, whether that’s a new job, a growing family, or evolving retirement goals, so your strategy stays aligned with what matters most to you.
How do I get started with Capstone Wealth Partners?
The first step is scheduling a call. This gives us a chance to learn about your goals and answer your questions, with no obligation, so you can decide whether our approach is the right fit for you.
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