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Capstone Wealth Partners
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
6037 Frantz Rd Ste 104, Dublin, Ohio, 43...Phone Number
(614) 754-7805Revenue
<$5 MillionIndustry
About Capstone Wealth Partners
Capstone Wealth Partners specializes in financial planning for families preparing for college expenses while also considering retirement. They offer a personalized, goals-oriented planning approach that emphasizes transparency and ongoing support. Unlike traditional advisors, they focus on comprehensive, fee-only strategies that cater to the individual needs of their clients. Their services are designed for parents aiming to navigate the complexities of funding education effectively.Explore more
Capstone Wealth Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Capstone Wealth Partners
<$5M
1-10
Private
-
2009
RS
Ryan SheppardCo-Founder & Lead Relationship Manager
Capstone Wealth Partners Tech Stack
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Frequently Asked Questions Regarding Capstone Wealth Partners
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Capstone Wealth Partners specializes in financial planning for families preparing for college expenses while also considering retirement. They offer a personalized, goals-oriented planning approach that emphasizes transparency and ongoing support. Unlike traditional advisors, they focus on comprehensive, fee-only strategies that cater to the indivi... Read More
