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
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
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
SC
Manager, Client Experience
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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
Company Profile Activity
Activity Insights
Capstone Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.
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Capstone Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capstone Wealth Partners.
Capstone Wealth Partners Tech Stack
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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
