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Capstone Wealth Partners Capstone Wealth Partners
MENUMENU
  • Our Story
  • What We Do
    • Our Process
    • Services & Pricing
  • Resources
    • Blog
    • eBooks
    • Videos
    • Events
    • Advisor Resources
  • Contact
  • Schedule a Call

About Ryan Sheppard, ChFC®

Ryan Sheppard is a financial planner and co-founder of Capstone Wealth Partners, an independent Registered Investment Adviser based in Columbus, Ohio. He has a degree in Economics from Ohio State and has earned the ChFC® (Chartered Financial Consultant) designation for advanced knowledge in financial planning. Ryan has 10+ years of direct client experience, and serves as the firm's COO.

The Smart Parent’s Guide to Preparing for College

Updated July 2021 With college being one of the most rapidly-increasing expenses in modern America, it can be pretty daunting to look at the financial planning needed. Even affluent families have plenty... read more →
  • July 9, 2021
  • Ryan Sheppard, ChFC®
  • College

Whoa, Markets Feel Scary Again

Photo Credit: BehaviorGap.com “Sell everything… We think investors should be afraid.”1 “Stronger US Dollar, weaker oil/commodity prices, weaker world trade, weaker EM (and global growth)… and repeat. The economy seems... read more →
  • February 9, 2018
  • Ryan Sheppard, ChFC®
  • College Planning, Financial Planning, Investing
can’t pay your student loan capstone wealth ohio

Market Volatility: Are You Getting What You Ordered?

On this blog, we normally skip the technical stuff and stick to financial planning topics relating to major life decisions, such as retirement and college planning, but given the obvious, I thought... read more →
  • August 28, 2015
  • Ryan Sheppard, ChFC®
  • Investing
Scholarships

Consider an Innovative Path to College – OSCPA Spotlight Video [Part 4 of 5]

After a week off for Thanksgiving, welcome back for the fourth video post in our 5-part series, originally produced in conjunction with the Ohio Society of Certified Public Accountants (OSCPA). Hosted... read more →
  • December 6, 2014
  • Ryan Sheppard, ChFC®
  • College
financial aid FAFSA

Determining The Bottom Line – OSCPA Spotlight Video [Part 3 of 5]

Welcome to the third video post in our 5-part series, originally produced in conjunction with the Ohio Society of Certified Public Accountants (OSCPA). Hosted by the their Communications Director, Gary... read more →
  • November 22, 2014
  • Ryan Sheppard, ChFC®
  • College, Tax Planning
It's Never Too Early to Act Capstone Wealth Partners Ohio

It’s Never Too Early to Act – OSCPA Spotlight Video [Part 1 of 5]

Today's post is the first in a 5-part video series that we will be featuring on our blog over the next few weeks. The video series was recently produced as... read more →
  • November 5, 2014
  • Ryan Sheppard, ChFC®
  • College, Financial Planning, Tax Planning
Financial Planning Questions Afraid Ask about Paying for College Capstone Wealth Partners Ohio

Answers to 10 Financial Planning Questions You’re Afraid to Ask

At some point in your life, you may have to ask some financial planning questions that you would rather avoid. Here are answers to 10 financial planning questions that many... read more →
  • May 23, 2014
  • Ryan Sheppard, ChFC®
  • Financial Planning
Captstone Wealth Partners Ohio 401k What's in the box

5 Reasons to Customize Your 401k

I have no doubt that you're very busy. You probably have a number of investments you try to monitor daily. One of the things you liked about your 401k was... read more →
  • April 14, 2014
  • Ryan Sheppard, ChFC®
  • Investing, Retirement

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Capstone Wealth Partners is a fee-only independent Registered Investment Advisor in Columbus, Ohio. We are financial planners for college-bound families

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