Bluestone Wealth Partners

08/26/2026

Introducing The Bluestone Edge - our new podcast is officially here.

Hosted by Adam Weingartner, CFA®, The Bluestone Edge is a new way to stay connected to what’s happening in the markets, the trends shaping the economy and what we’re watching next - with special guests joining the conversation along the way.

At Bluestone, we’re always looking for better ways to serve our clients and share the perspective our team has built over more than 40 years.

We also know life is busy, so we wanted to make these conversations easier to take with you.

Listen on the drive to work, between meetings, at the gym or wherever it fits into your day.

For the first time ever, you can now listen to The Bluestone Edge on Spotify, or head to YouTube for the full video podcast.

Give the first episode a listen to hear more from the team at Bluestone Wealth Partners, a Columbus, Ohio wealth management and financial planning firm helping executives, entrepreneurs and families make thoughtful financial decisions and plan confidently for what’s ahead.

Listen on Spotify: https://bit.ly/4gxvLNk

Watch & Listen on YouTube: https://bit.ly/3UB93fJ

08/24/2026

Sydnee Kozberg, our Director of Operations, says it best: the people at Bluestone are what make Bluestone who we are.

Financial planning is something you can find in a lot of places.

What’s harder to find is a team of genuinely good people who care deeply about doing the right thing for the people they serve.

Behind every financial plan at Bluestone are honest conversations, thoughtful questions, careful consideration and a lot of work that clients may never see.

Our team takes that responsibility seriously - not just because it’s our job, but because there are real people, families, careers and futures behind every decision we help make.

That authenticity has shaped Bluestone Wealth Partners for more than 40 years.

It’s also what continues to shape the way our Columbus financial advisors approach wealth management, financial planning and every relationship we’re fortunate to build.

If you’re looking for a financial advisor in Columbus, Ohio, start by getting to know the people behind Bluestone. We think that part matters just as much as the plan.

09/27/2023

We had the privilege of attending the prestigious Barron's 100 Summit, an exclusive gathering to honor the remarkable accomplishments of the nation's top 100 Financial Advisors. It was truly an exceptional experience celebrating and being part of this group!

04/20/2023

Congratulations to our own Ric Martin for being recognized as one of the 2023 Forbes Best-In-State Wealth Advisors! Your dedication to your clients and your Serve First philosophy truly represent the culture of Bluestone Wealth Partners.

https://hubs.ly/Q01MhW0j0

At Bluestone Wealth Partners, we provide personalized, objective and comprehensive wealth management

07/30/2021

Friday Perspective: Still Considering a Refi?

12/17/2019

Are you on Santa's nice list this year? Check out Adam Weingartner's latest blog to make sure you have everything in your portfolio that all hard working boys and girls should!

http://www.bluestonewp.com/blog/the-nice-list

12/09/2019

In the coming days and weeks, mutual fund managers will issue capital gains distributions. Given the performance of equity markets this year, a significant tax impact is likely. Check out Ric's latest blog to learn more!

http://www.bluestonewp.com/blog/etf-tax-efficiency-revisited-1

11/28/2019

Wishing you and your family joy and happiness this holiday season. Happy Thanksgiving!

11/26/2019

With benefits season around the corner, don't forget to review your W-4. If you haven't made any recent adjustments, check out Courtney's blog to learn how to avoid tax surprises in the years to come!

Tax and Withholding Advice from the Financial Planning Experts at Bluestone Wealth Partners located in Columbus, OH.

11/12/2019

We are proud of Ric Martin, a member of the Forbes Finance Council! Click below to read Ric's article, which was recently featured by Forbes. Are you and your family prepared for life's monumental moments?

https://www.forbes.com/sites/forbesfinancecouncil/2019/11/01/are-you-and-your-family-prepared-for-lifes-monumental-moments-good-and-bad/