SOPHISTICATED
WEALTH MANAGEMENT

Smiling older man in glasses and a gray suit sitting in a chair indoors

INTENTIONAL
FINANCIAL PLANNING
FOR LASTING LEGACY

Bluestone Wealth Partners is an award winning Columbus, Ohio-based financial advisory firm providing personalized financial planning and wealth management for individuals, families, and professionals at every stage of life.

WHO WE SERVE

Who We Serve

As compensation becomes more complex, so do the decisions that come with it. From stock options and equity awards to concentrated company stock positions and tax implications, executives often face financial opportunities that require careful planning and coordination.

High Net Worth

Significant wealth can create as many questions as it solves. Coordinating investments, taxes, estate plans, charitable giving, and family legacy goals requires a thoughtful approach that helps ensure every decision supports the bigger picture.

Financially Independent

Financial independence often brings a new set of challenges. Questions about sustainable income, market volatility, healthcare costs, taxes, and wealth transfer can make it difficult to determine what comes next and whether you're truly prepared for the years ahead.

Business Owners

Business owners are often so focused on growing their companies that personal financial planning takes a back seat. Balancing business and personal wealth, preparing for a future transition, managing risk, and planning for life after an exit can create complex decisions that deserve a long-term strategy.

Ric Martin

CFP®, MS, NSSA
FOUNDING PARTNER

Read Bio
Adam Weingartner

CFA®
PARTNER

Read Bio
Gabe Martin

CFP®
PARTNER

Click Here
Andrew Hayek

CFP®
PARTNER

Click Here
Caleb Stertzer

CPFA®
PARTNER

Click Here
Sydnee Kozberg

DIRECTOR OF OPERATIONS

Click Here
Brooke Hoolihan

DIRECTOR OF TRANSACTIONS

Click Here
Atiq Rahman

MBA
DIRECTOR OF ADVISOR PORTFOLIO SUPPORT

Click Here
Daniel Buehrer

CFP®
FINANCIAL ASSOCIATE

Click Here
Matthew Smith

FINANCIAL ASSOCIATE

Click Here
Ali Kobeissi

FINANCIAL ASSOCIATE

Click Here
Blair Griffith

MBA
FINANCIAL ASSOCIATE

Click Here
Alia Cahill

MBA
CLIENT SERVICE MANAGER

Click Here
Courtney Decamp

CLIENT EXPERIENCE MANAGER

Click Here
Emily Scott

CLIENT SERVICE MANAGER

Click Here
Grant Walker

INTERN

Click Here
Teju Singampalli

INTERN

Click Here

AT BLUESTONE WEALTH PARTNERS,

Our team works collaboratively to bring together diverse perspectives, experience, and expertise - giving our clients the confidence of knowing they have a dedicated team working alongside them.

Meet Our Team >

RECOGNIZED BY

Forbes 2026 Best-in-State Wealth Management Teams award badge.

Forbes Best-in-State Wealth Advisors 2026 award graphic.

Blue graphic with white text reading “Columbus Business First.”

Solid black image with no visible subjects or details

Solid black image with no visible objects or details

Black graphic featuring the word “columnists” with “MONTHLY” above it

Black emblem featuring a stylized dollar sign inside a circular sunburst design

Business professionals sitting together in a bright modern office meeting

EXPERIENCE INFORMS YOUR STRATEGY

Supporting our clients for over 40+ years, our experienced team offers thoughtful guidance across investment management, retirement planning, tax strategy coordination, estate planning, and long-term financial decision-making.

Smiling man in a blue shirt working at a computer in a bright home office

THOUGHTFUL PLANNING CENTERED ON YOUR PRIORITIES

We are committed to building lasting relationships grounded in trust, clear communication, and thoughtful guidance - working collaboratively as a team to help our clients navigate every stage of their financial journey with confidence and clarity.