Making the Most of Your 2026 Employee Benefits Open Enrollment
Many employers are already in or about to begin their annual open enrollment period for employee benefits. This is the key time of year to review your options and make
Find calm and confidence
as we work together to craft a personalized financial plan guided by your goals and values.
The Capstone Way
At Capstone Wealth Partners, we’re not your typical financial advisors. We’re committed to The Capstone Way – putting your needs first through transparent, goals-oriented planning and sustained support. Let us help you achieve financial clarity and confidence, no matter what stage of life you’re in.
Traditional 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.
• 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.
• Transactional, with a focus on product sales, investment strategy, and limited face time.
Capstone Advisor
✓ We are a fee-only firm, not trying to sell you insurance products or invest all your assets with us.
✓ We start with a comprehensive goals-based plan to organize your priorities, then build a customized financial strategy.
✓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.
Featured In
Get your free College Money Report™
Answers to 3 critical things every family needs to know before entering the college funding maze.
Get a fully customized report and demystify your student’s college financial aid outlook.
Get Started
Schedule a call to see if our services are right for you
From the Capstone Blog
Top 10 Financial Aid Application Pitfalls: Don’t Lose Out on BIG SAVINGS!
Applying for financial aid is a critical step in making college affordable, but the process is complex and full of potential missteps. Simple mistakes on financial aid applications — such
9 things you should know about the CSS Profile so you can “Know Before You Go”
How does your home equity affect your student’s financial aid? And what do the following words all have in common: tedious, cumbersome, difficult, time-consuming, and sometimes expensive? They are all words which can describe the “College Scholarship Service PROFILE” or CSS/Financial Aid PROFILE® offered by the CollegeBoard.org and your home equity plays a role. Not to worry, we have you covered.
Learn to Plan for College Like a Pro
Sign up for our weekly newsletter to get our best ideas on saving and paying for college.