A complete list of active advisors currently associated with Bluestone Wealth Planning, LLC

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

Bluestone Wealth Planning, LLC provides financial planning, portfolio management, and general consulting to individuals, high‑net‑worth clients, and businesses, with a stated emphasis on retirement income distribution for clients approaching or in retirement. The firm documents client Financial Profiles and Investment Plans and manages accounts on a discretionary basis using four model portfolios tailored for suitability. The firm describes itself as a tactical portfolio manager, combining outside tactical money managers with a proprietary algorithm that generates buy/sell signals and guides asset‑class and sector rotation. For suitable clients it may employ short‑term option strategies and tactical risk management — including shifts to cash equivalents or hedging — as part of its effort to limit downside during market downturns. A noteworthy disclosure in the brochure is a 2015 disciplinary action involving the firm’s principal — a $10,000 fine, $5,238.40 in disgorgement, and a three‑month suspension related to mismarking trade orders and the use of inverse ETFs at a prior firm — an uncommon event among independent advisers. The brochure also notes the firm manages roughly $8.1 million in discretionary assets, participates in Charles Schwab and Interactive Brokers institutional programs, and reports limited custody only to enable fee deduction.

To learn more about the advisors currently working at Bluestone Wealth Planning, 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.