ADAM WEINGARTNER

Partner, Bluestone Wealth Partners

CFA®

Smiling bald businessman wearing glasses and a blue suit with folded arms in a modern office

With a career spanning more than two decades at Bluestone Wealth Partners, Adam Weingartner has developed a reputation for his thoughtful approach to investment management, deep understanding of financial markets and commitment to helping clients make informed financial decisions. As Lead Partner at Bluestone Wealth Partners, a Columbus, Ohio-based wealth management firm, Adam combines analytical expertise with a genuine passion for building lasting relationships and helping people navigate their financial futures with confidence.

Originally from New Castle, Pennsylvania, Adam moved to Columbus to attend The Ohio State University, where he earned his degree in Business Administration with a specialization in Finance from the Fisher College of Business. His relationship with Bluestone began during his college years as an intern. After graduation, he joined the firm full-time and has since played an instrumental role in shaping its investment philosophy, client experience and long-term growth.

Adam is a CFA® charterholder and serves as the leader and architect of Bluestone's Investment Committee. In this role, he oversees the firm's approach to portfolio construction, investment research, asset allocation and ongoing investment management. Working collaboratively with Bluestone's team of financial advisors, Adam helps develop personalized investment strategies designed around each client's financial goals, risk tolerance and broader wealth management needs.

His investment philosophy emphasizes discipline, thoughtful risk management and a commitment to the factors investors can control. Rather than attempting to predict every market movement, Adam believes in building well-diversified portfolios, maintaining a long-term perspective and helping clients understand not only what they own, but why they own it.

Adam works closely with corporate executives, families and professionals at various stages of their financial lives, providing guidance on investment management, retirement planning and comprehensive wealth management strategies. He is particularly passionate about making complex financial topics more approachable and helping clients understand how their investment decisions fit into their overall financial picture.

A recognized financial advisor in Columbus, Ohio, Adam has been named a Forbes Best-in-State Wealth Advisor. He also hosts The Bluestone Edge, the firm's podcast exploring financial markets, economic trends and investment strategies through conversations with Bluestone's experienced team of wealth management professionals.

Outside of the office, Adam is actively involved in the Columbus community. He serves on the Selection Committee for Handshake America, an organization that connects accomplished professionals with high school student-athletes through mentorship. He also enjoys coaching youth basketball and baseball.

Adam lives in Upper Arlington with his wife, Michelle, their three sons, Connor, Evan and Peyton, and their dog, Henry. His family attends Rock City Church and belongs to Brookside Golf and Country Club. Whether he's spending time with family, coaching or working with clients, Adam brings the same curiosity, dedication and genuine interest in people that have helped shape his career at Bluestone.


Education

  • Bachelor of Science in Business Administration, Specialization in Finance, The Ohio State University, Fisher College of Business


Registrations & Certifications

  • Chartered Financial Analyst (CFA®) Charterholder


Awards & Recognition

  • Leader and Architect of Bluestone Wealth Partners’ Investment Committee


Affiliations

  • Handshake America – Selection Committee Member

  • Youth Basketball and Baseball Coach

  • Rock City Church

  • Brookside Golf and Country Club

INSIGHTS FROM ADAM