Fishers, IN E. 116th Street Office
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Brightstone Advisors Llp
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About
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.
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Expertise
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Demographic focus
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Location
8701 E. 116th Street, Suite 245
Fishers IN 46038-3226
Advisors at this office
2
Advisors at this office
Jeffrey S
CFP®, Series 65
Fishers, IN
Brightstone Advisors Llp
Jeffrey Sturgis is a financial advisor at Brightstone Advisors LLP with 21 years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining Brightstone Advisors in 2009, he worked at Linsco/Private Ledger Corp. and Forum Private Client Group. Outside of his advisory role, he is the 100% owner and managing partner of Brightstone CPA's LLP, a public accounting practice. Brightstone Advisors serves individual and high-net-worth clients, including retirees, professionals, small business owners, and corporate executives, offering portfolio management, family office services, and financial planning. The firm emphasizes long-term, diversified portfolios with tax-aware management and integrates accounting and tax services through its affiliated public accounting practice.
William G
Series 65
Fishers, IN
Brightstone Advisors Llp
William Gorgol is a financial advisor at Brightstone Advisors LLP with a Series 65 designation and one year of industry experience. Prior to joining Brightstone, he worked at Marcus & Millichap for seven years and spent four years at Indiana University Kelley School of Business. 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 emphasizes long-term, diversified portfolios using fundamental analysis and modern portfolio theory, and integrates tax and accounting services through an affiliated CPA practice.
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