PARTNER WITH US
WE’VE BUILT A FRAMEWORK FOR ADVISORS WHO WANT MORE
More planning capabilities. More investment resources. More operational support. More opportunities to grow.
At Bluestone Wealth Partners, our collaborative, team-based approach gives advisors access to institutional-quality resources, expertise, and support while preserving the personal, client-centered experience that matters most.
Whether you’re looking to grow your practice, elevate the experience you provide to clients, or join a team focused on long-term success, Bluestone Wealth Partners provides the resources, partnership, and support to help advisors and their clients thrive.
SUPPORT TO SUCCEED
You do your best work when you're empowered, not micromanaged. That’s why we provide the support and flexibility you need to thrive:
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Spend more time with your clients and less time on back-office tasks. Our experienced team takes care of onboarding, compliance, and account servicing so you can focus on growing your practice.
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Whether you want to build your own brand or align with ours, we’ll give you the tools, guidance, and exposure to raise your profile and credibility.
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With LPL’s integrated platforms, you’ll have access to top-tier tools that streamline portfolio management, financial planning, and client communication.
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Our Investment Committee develops tailored strategies and manages portfolios, giving you more time to focus on your clients and their goals.
INDEPENDENCE YOUR WAY
Your entrepreneurial spirit drives your success and we’re here to support it. With us, you can keep your independence while gaining the camaraderie and shared knowledge of a team that gets it.
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You choose how you want to work, solo, as part of a team, or with full branch support. We give you the flexibility to build your business your way.
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You believe in always doing what’s best for your clients. So do we. If putting clients first is your priority, you’ll fit right in here.
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Bluestone was built by advisors, for advisors. We understand your challenges, respect your goals, and are committed to helping you succeed on your terms.
LPL STRENGTH, LOCAL TOUCH
With us, you get the best of both worlds: the scale and resources of one of the nation’s largest independent broker-dealers, LPL Financial, paired with the personal support and collaboration of a boutique firm.
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You have the freedom to choose the right solutions for your clients, with access to a wide range of investment and planning options, no quotas, no proprietary pressure.
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Thinking about making a move? Our dedicated transition team is here to make it easy, minimizing disruption for you and your clients every step of the way.
RECOGNIZED BY
