Fishers, IN Lantern Road Office

Brightstone Advisors serves individual and high‑net‑worth clients — including retirees, professionals, small business owners, and corporate executives — providing discretionary and non‑discretionary portfolio management, family office services, and ongoing financial planning. The firm manages roughly $54.7 million in client assets across a small client base and typically charges advisory fees on a percentage‑of‑AUM or fixed‑fee basis while also offering consulting and tax‑related engagements.

The firm’s investment approach emphasizes long‑term, diversified portfolios constructed with fundamental analysis and modern portfolio theory, allocating among high‑quality stocks, investment‑grade bonds, REITs, commodity indexes and selectively active small‑cap and foreign strategies. Brightstone applies tax‑aware management practices — minimizing turnover, laddering bonds held directly, and pursuing tax‑loss harvesting where appropriate — and uses an independent custodian platform for execution and client reporting.

A notable distinguishing feature is Brightstone’s affiliation with a registered public accounting practice (Brightstone CPA’s LLP), through which many advisory clients receive tax compliance and planning services, in some cases bundled at no additional cost and governed by separate engagement letters. This direct integration of accounting, tax services and investment management, together with a small‑team model and senior review of client reports, represents an uncommon service mix compared with most peers.