A complete list of active advisors currently associated with Bluestoneâ® Financial Advisors, Llc
Warmer can help you find a great advisor at Bluestoneâ® Financial Advisors, Llc or one who fits your needs even better.
Bluestone Financial Advisors is a small registered investment adviser that primarily serves entrepreneurs and business owners, along with high‑net‑worth individuals, corporations, and charitable organizations. It offers personal CFO services — financial planning, consulting, and, where elected, investment management — delivered as either short‑term project engagements or ongoing monthly retainer arrangements. The firm’s working approach centers on acting as a personal CFO, emphasizing long‑term financial strategy, capital allocation, risk management, and reporting while using fundamental research to identify mutual funds, separate accounts, and private investment vehicles. Investment management may be provided on a discretionary, non‑discretionary, or assets‑under‑advisement basis, and planning and implementation are structured around written deliverables and client‑specific recommendations. Notable differences from many peers include a fixed‑fee pricing model (project and monthly retainer fees) instead of the more typical percentage‑of‑assets billing, and a client focus on entrepreneurs and HNW households rather than general retail (non‑HNW) individuals. The firm operates with a very small advisory team managing over $200 million, discloses an affiliation between a firm principal and a related life insurance company, and regularly advises on complex or non‑standard assets such as private funds, legacy business interests, and retirement plan rollover decisions.
To learn more about the advisors currently working at Bluestoneâ® Financial Advisors, 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.
You can also browse Bluestoneâ® Financial Advisors, Llc's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Bethesda, MD
| 3
| |
Locust Valley, NY
| 19
|
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