Bluestone Wealth Partners Information
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Bluestone Wealth Partners
Summary
At Bluestone Wealth Partners, we provide personalized and comprehensive wealth management advice to successful executives and business owners throughout the country. We present solutions in a clear a...Show more
Organization Website | bluestonewp.com |
Social Links |   |
Phone Number | 1-(614) 431-4313 |
Industries | |
Headquarters Location | 162 Wetherby Ln, Westerville, OH, 43081 US |
Employees Size | 10-50 employees |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| - | Privately Held | 1-10 | - | $- | |
| 1995 | - | 1-10 | - | $- | |
| - | - | 1-10 | - | $- |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
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Number of employees by department
Total number all of employee turnover
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Length of Employment
Employee tenure at Bluestone Wealth Partners shows a diverse range of experience levels:
6% have been with the company for less than 1 year18% for 1–2 years12% for 3–4 years12% for 5–7 years24% for 8–10 years29% have over 11 years of service at Bluestone Wealth PartnersDiscover More
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Bluestone Wealth Partners
Ric Martin
MS, CFP®,| Financial Planner | Partner at Bluestone Wealth Partners
Gabe Martin
Partner
Ali Kobeissi
Financial Associate
Paul Grauer
Associate
Garrett Beggin
Investment Associate
Kara Fielding
Client Services Manager
Matthew Smith
Finance Associate
Ethan Adkins
Intern
Daniel Buehrer
Finance Associate
Adam Weingartner
LPL Financial Planner
Morgan Agriesti
Intern
Kareena Gupta
Summer 2025 Financial Planning Intern
Thomas Rossi
Financial Advising Intern
Michael Agriesti
Financial Planner
Sam Chickerella
Financial Planner
Sarah Altherr
Client Service Specialist
Caleb Stertzer
Financial Advisor
Sydnee Kozberg
Director of Operations
Blair Griffith
Financial Associate
Jennifer Jenkins
LPL Financial Advisor
Andrew Hayek
Financial Planner
Dallas Fox
Client Experience Specialist
Courtney DeCamp
Client Experience Manager
Tyler Klepek
Financial Planner
Brooke Hoolihan
Service Specialist
Don Parkhill
LPL Financial Planner
Atiqur Rahman
Portfolio Manager
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FAQ
Bluestone Wealth Partners operates in the Finance industries. More details can be found on the official website: bluestonewp.com.
The headquarters of Bluestone Wealth Partners are located in Westerville, United States.
You can contact Bluestone Wealth Partners by phone at 1-(614) 431-4313.
Bluestone Wealth Partners currently employs 10-50 people.
Well-known competitors of Bluestone Wealth Partners include Daybreak Financial Partners, Perfect Timing Family Wealth and Steinberg Investment Group.
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