Capstone Wealth Partners
Trying to figure out what colleges you can afford? Wondering how you'll pay for both education and retirement? Need a reliable investment plan to make it all work? If you answered yes to any of these questions, then you're in the right place. We work with families just like you every day – helping you achieve life's greatest capstones.
Capstone Wealth Partners is a fee-only independent Registered Investment Advisor based in Dublin, Ohio. We work exclusively with individuals and families, most of who are in their working years (just like us). Accordingly, our advice is comprehensive in nature and is focused on the needs of clients in their 30s, 40s, and 50s – mainly retirement planning, college funding, and smart investing. We were founded in 2009 by our partners who had, and continue to have, a very simple mission: To create a client experience that people love. While we may not be perfect (and who is really?), we are certain that we have created a far better and more comfortable client experience than that of our large institutional competitors. And furthermore, we are committed to improving it each and every day. Sometimes, different can be good. If you're looking for a different kind of advisor, give us a try. You'll be glad you did.
Address: The Millennium, 6037 Frantz Road, Suite 104б Dublin, Ohio 43017, USA
Phone: +1 614 754 7805
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