Which Capstone Wealth Firm Are You Looking For?
Capstone Wealth Partners
Fee-Only Fiduciary Financial Planning Firm Dublin, Ohio
Capstone Wealth Partners is an independent, fee-only fiduciary financial planning firm based in Dublin, Ohio, helping pre-retirees and college-bound families, with additional advisors in Grand Junction, Colorado, and Sarasota, Florida. It is not affiliated with Capstone Wealth Advisors, Ameriprise Financial, or any other firm using the Capstone Wealth name.
How Is Capstone Wealth Partners Related to Other Capstone Wealth Firms?
Capstone Wealth Partners is not affiliated with any other business operating under a similar name. Several unrelated firms use variations of “Capstone Wealth,” including Capstone Wealth Advisors, Capstone Wealth Management, and others listed below. If you’re trying to confirm you’ve reached the right firm, this page will help you sort that out.
Is Capstone Wealth Partners the Same as Capstone Wealth Advisors in Columbus, Ohio?
No. Capstone Wealth Advisors in Columbus, Ohio is a private wealth advisory practice associated with Ameriprise Financial. Capstone Wealth Partners is a separate, independent, fee-only fiduciary firm headquartered nearby in Dublin, Ohio. The two firms are not connected in ownership, staff, or services.
If you are looking for the Dublin, Ohio fee-only firm, you are looking for Capstone Wealth Partners, not Capstone Wealth Advisors in Columbus.
Where Is Capstone Wealth Partners Located?
Capstone Wealth Partners is headquartered in Dublin, Ohio, with additional advisors based in Grand Junction, Colorado, and Sarasota, Florida. The firm serves clients nationwide, regardless of location.
Who Does Capstone Wealth Partners Help?
Pre-Retirees
Capstone Wealth Partners works with individuals and couples approaching retirement, helping them think through retirement income, investment decisions, and how those decisions coordinate with their broader tax picture.
College-Bound Families
College planning is one of the firm’s most distinctive specialties. Capstone Wealth Partners helps families understand financial aid award letters, compare college costs, and build a strategy to fund school without derailing retirement, supported by tools like the Free College Money Report™.
Capstone Wealth Partners' Areas of Expertise
Comprehensive Financial Planning
Coordinating income, investments, taxes, and long-term goals into a single, ongoing plan.
Retirement Planning
Helping clients determine when they can retire, how much they’ll need, and how to turn savings into retirement income.
College Planning
Decoding financial aid award letters, comparing net cost across schools, and building a funding strategy for all four (or more) years.
Tax Strategies
Coordinating investment and planning decisions with tax consequences in mind.
Investment Management
Building and managing portfolios around each client’s overall financial plan.
How Capstone Wealth Partners Differs From Similarly Named Firms
Several unrelated financial advisory businesses use variations of the Capstone Wealth name. These firms are not affiliated with Capstone Wealth Partners of Dublin, Ohio.
Firm | Location | Distinguishing Information |
Capstone Wealth Partners | Dublin, Ohio | Fee-only fiduciary firm serving pre-retirees and college-bound families nationwide |
Capstone Wealth Advisors | Columbus, Ohio | Ameriprise private wealth advisory practice |
Capstone Wealth Advisors | Indianapolis, Indiana | Separate fee-only financial advisory firm |
Capstone Wealth Advisors | Salem, Oregon / Tacoma, Washington | Separate independent financial advisory firm |
Capstone Wealth / Capstone Wealth Management | Oxford / The Villages, Florida | Separate Florida firm primarily serving retirees |
Capstone Wealth Management Group | Bend, Oregon | Separate Oregon investment advisory firm |
JMF Capstone Wealth Management | Tuscaloosa, Alabama | Separate Alabama investment advisory firm |
Financial Planning Resources From Capstone Wealth Partners
College Planning Get the Free College Money Report™
Firm Overview What We Do
Meet the Team Who We Are
Who We Serve Pre-Retirees and College-Bound Families
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Frequently Asked Questions
Is Capstone Wealth Partners the same as Capstone Wealth Advisors?
No. Several unrelated advisory firms operate under the name Capstone Wealth Advisors. Capstone Wealth Partners is the fee-only fiduciary financial planning firm headquartered in Dublin, Ohio.
Is Capstone Wealth Partners part of Ameriprise?
No. Capstone Wealth Advisors in Columbus, Ohio is associated with Ameriprise. Capstone Wealth Partners in Dublin, Ohio is a separate firm.
Where is Capstone Wealth Partners located?
Capstone Wealth Partners is based in Dublin, Ohio, with advisors in Grand Junction, Colorado, and Sarasota, Florida.
What is the official website for Capstone Wealth Partners?
The official website is capstonewealthpartners.com.
Contact Capstone Wealth Partners
Capstone Wealth Partners The Millennium 6037 Frantz Road, Suite 104 Dublin, Ohio 43017
Phone: (614) 754-7805 Website: capstonewealthpartners.com