Capstone Wealth Partners Information
Contact top employees from
Capstone Wealth Partners
Summary
We help families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time.
Our financial planners work c...Show more
Organization Website | capstonewealthpartners.com |
Social Links |    |
Phone Number | 614-754-7805 |
Industries | |
Headquarters Location | 6037 Frantz Rd., Dublin, OH, 43017 US |
Employees Size | 1-10 employees |
Specialties | College Funding, Financial Goal Planning, Investment Management |
Founded | 2009 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1999 | Privately Held | 25 - 100 | 6.2M | $0 | |
| 2017 | Privately Held | 100-200 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Capstone Wealth Partners shows a diverse range of experience levels:
14% for 1–2 years29% for 3–4 years14% for 5–7 years14% for 8–10 years29% have over 11 years of service at Capstone Wealth PartnersContact top employees from
Capstone Wealth Partners
Joe Messinger
Partner & Director of College Planning
Ryan Sheppard
Partner & Financial Planner
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FAQ
Capstone Wealth Partners operates in the Portfolio Management industries. More details can be found on the official website: capstonewealthpartners.com.
The headquarters of Capstone Wealth Partners are located in Dublin, United States.
You can contact Capstone Wealth Partners by phone at 614-754-7805.
Capstone Wealth Partners currently employs 1-10 people.
Well-known competitors of Capstone Wealth Partners include DWP and Signature Wealth Group.
