Capstone Wealth Partners

Your goals. Your values. Our guidance.

Financial advisor in Dublin, OH (show on map)

5.0

★★★★★

2 reviews

Capstone Wealth Partners is a fee-only independent Registered Investment Advisor in Columbus, Ohio, specializing in financial planning for college-bound families.

Call (614) 754-7805

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About

Capstone Wealth Partners is a fee-only independent Registered Investment Advisor based in Columbus, Ohio. The firm specializes in providing holistic financial planning services tailored to college-bound families, emphasizing transparent, goals-oriented planning and sustained support.

Their approach integrates various aspects of financial life—investment management, college savings strategies, retirement planning, tax planning, and estate planning—into a cohesive strategy that prioritizes client values and long-term financial clarity.

Fee-only fiduciary model

Goals-based financial planning

Specialization in college planning

No asset minimums or commissions

Ongoing comprehensive relationship

Services

Capstone Planning

A comprehensive financial planning service that starts with understanding the client's goals and values, then builds a tailored plan with regular check-ins to protect and adjust the strategy as needed.

Goals-based planning Regular six-month progress meetings On-demand meetings throughout the year No up-front fees, no commissions, no asset minimums

Investment Management

An institutional-style investment approach for personal investors, utilizing low-cost mutual funds, ETFs, and separately managed accounts, with continuous monitoring and rebalancing.

Institutional-style approach Low-cost mutual funds and ETFs Separately managed accounts (SMA) Continuous monitoring and rebalancing

College Pre-Approval

A 90-minute consultation with a Certified College Financial Consultant to receive a personalized College Money Report and side-by-side college cost comparison.

Personalized College Money Report Side-by-side college cost comparison Financial aid and out-of-pocket cost analysis

Credentials & Certifications

CFP®

RICP®

FPQP®

ChFC®

CLU®

CCFC®

Reviews

Rating

★★★★★

Reviews

"They helped us fund 5 kids in college while also prepping for retirement."

Frequently Asked Questions

What is the difference between a fee-only advisor and a commission-based advisor? +

A fee-only advisor charges a transparent fee for their services and does not earn commissions from selling financial products, ensuring fiduciary duty to the client. Commission-based advisors earn income from selling products, which may create conflicts of interest.

How does Capstone Wealth Partners approach college planning? +

Capstone Wealth Partners starts with a comprehensive goals-based plan, organizes priorities, and builds a customized financial strategy that integrates college savings, financial aid analysis, and long-term financial planning.

What is the College Pre-Approval service? +

The College Pre-Approval service offers a 90-minute consultation with a Certified College Financial Consultant, providing a personalized College Money Report and side-by-side comparison of college costs and financial aid for top desired colleges.