Lincoln Financial Advisors

At Bluestone Wealth Partners, we're a team of knowledgeable industry professionals dedicated to transforming your complex financial concerns into simple solutions built to propel you toward financial freedom. Our mission is to help you make the most of your life by designing a personalized financial plan tailored to your unique needs and goals.

Our Story

As a vital part of our community, we're committed to helping our clients in Central Ohio, from their first paycheck to their last, optimize their wealth and achieve their financial aspirations. Our team of experts takes the time to understand your personal values, needs, and desires, providing you with personalized, tailored advice designed exclusively for you.

Our Services

We offer a comprehensive range of financial planning solutions to cater to our diverse client base, including:

• Financial Life Planning: We develop a plan tailored to your individual circumstances, goals, and aspirations, helping you prepare for tomorrow and achieve your vision of financial freedom.
• Retirement Planning: We'll guide you in designing a retirement plan that caters to your lifestyle goals, ensuring a secure income throughout your golden years.
• Estate Planning: We'll help you create a comprehensive estate plan, ensuring your assets are distributed according to your wishes and that your loved ones are protected.
• Investment Management: Our team of experts will work with you to create an investment strategy that aligns with your goals and risk tolerance.
• Business Succession Planning: We'll help business owners prepare for succession, considering the complexities of passing on their legacy to future generations.
• Tax Reduction Strategies: We'll help you minimize your tax liability, ensuring you keep more of your hard-earned income.
• Cash Flow Planning: We'll work with you to create a customized plan to optimize your cash flow, ensuring your financial needs are met and your savings grow.

Our Philosophy

At Bluestone Wealth Partners, we believe that financial well-being is about more than just numbers and spreadsheets. It's about achieving your goals, finding your independence, and enjoying the journey. We're committed to helping our clients every step of the way, from starting their career to thriving in retirement. Let us help you make the most of your life - contact us today to take the first step towards financial freedom.