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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.

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From the Capstone Blog

Your Guide to the Financial Aid Appeals Process

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How to Select a Financial Advisor

You have hit a point in your life when things are coming together. You are seeing success in your career. Your family is growing. You have a 401k for your retirement and 529 plans for your children. You’re paying your mortgage. All is good. Why would you need a financial advisor when everything seems fine? Maybe you are wondering…could it be better? How can you find just the right advisor to put your interests first?

College Football Playoff Rankings vs. College Net Cost

The 2025 College Football Playoff bracket is set, but while the teams prepare for the gridiron, families across the country are facing a different kind of competition: the college financial