A complete list of active advisors currently associated with BlueStem Wealth Partners, LLC

Warmer can help you find a great advisor at BlueStem Wealth Partners, LLC or one who fits your needs even better.

BlueStem Wealth Partners provides personalized financial planning and both discretionary and non-discretionary investment management to individuals (including high net worth clients), families, family offices, trusts, private foundations, and qualified retirement plans. The firm serves a broad retail client base and also provides advisory services to institutional plan sponsors. BlueStem’s process emphasizes a customized financial planning assessment to define goals, risk tolerance, and asset allocation, and it generally applies fundamental analysis with a long-term orientation while permitting shorter-term trading when circumstances warrant. Portfolios commonly use mutual funds and ETFs but may also include individual equities, corporate bonds, REITs, private/alternative funds, structured notes and other specialized instruments, and the firm may allocate portions of assets to unaffiliated external managers. A noteworthy feature is that certain advisory personnel are also licensed insurance agents and BlueStem offers insurance products through a DPL Financial Partners platform, with insurance commissions paid to those individuals separate from the firm’s advisory fees, which the brochure discloses as a potential conflict of interest. The firm’s scale — managing over $1.1 billion with an 18-advisor team — combined with access to alternative and complex investment vehicles distinguishes its product scope relative to many peers.

To learn more about the advisors currently working at BlueStem Wealth Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.