I have always known I wanted a career in the financial services industry, ever since I graduated from Case Western Reserve. The advice I received early on was to join a large firm and gain as much knowledge as possible, and I followed that path for 23 years. However, as I reached this point in my career, I felt a strong desire to leverage the knowledge I had gained to create something of my own. I wanted to establish a practice where I could focus my time on serving clients and addressing their unique needs, without the distractions of day-to-day business operations. That's when I crossed paths with Bluestone Wealth Partners through LPL Financial. Upon my first meeting with the Martin Team, it became abundantly clear that I had found exactly what I'd been searching for, and luckily, they shared the same sentiment.
What truly stood out to me about Bluestone was their unwavering commitment to three core pillars: A First-Class Service Model, A Comprehensive Planning Approach, and Profound Portfolio Insights. I immediately recognized that these pillars would not only enhance my growth as an advisor but also ensure that my clients receive nothing short of the finest possible experience.
First Class Service Model
Bluestone's First-Class Service Model is incredibly effective. It empowers me, as an advisor, to focus on my clients' financial needs. In our industry, change is constant. Whether handling distribution requests, beneficiary changes, or providing support during difficult times such as the loss of a loved one, I am backed by an experienced support team capable of addressing any situation.
A Comprehensive Financial Planning Approach
Bluestone Wealth Partners embraces a Comprehensive Financial Planning Approach that aligns with Theodore Roosevelt's wisdom: "People don't care how much you know until they know how much you care." We leverage cutting-edge financial planning software to engage our clients in in-depth conversations about their goals, risk tolerance, and time horizons. Furthermore, we take the time to understand their expectations and concerns, capturing both the qualitative and quantitative aspects of their retirement planning. Our approach goes beyond reaching retirement; it focuses on navigating through retirement successfully. With our tools, we design a distribution strategy that caters to both short and long-term goals, including legacy planning.
Profound Portfolio Insights
Early in my career in the financial industry, I made a critical decision to enhance my experience: obtaining the Certified Financial Planner (CFP®) designation for comprehensive retirement planning. At Bluestone Wealth Partners, we have a Chartered Financial Analyst (CFA) on our team, and another dedicated member actively working towards this credential. Planning is a vital component, but without the ability to make informed investment decisions in the ever-evolving markets, financial objectives remain out of reach. With Bluestone's portfolio insights, we can diversify, nurture, and monitor funds while making swift adjustments in response to market dynamics. Furthermore, our onsite investment committee regularly convenes to ensure we stay on the right course and adapt as needed.
Lastly, as coined by William Safire, it’s all about “location, location, location.” The Bluestone Wealth Partners Westerville office allows me to continue to serve the community in which I’ve greatly enjoyed serving over the past 10 years.
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