Stoneburner Wealth Management

Wrap Your Family in Complete Financial Comfort.

Financial planner in Dublin, OH (show on map)

Stoneburner Wealth Management offers personalized financial planning, wealth management, investment management, insurance planning, and business/professional financial planning to help clients achieve financial confidence and secure their legacy.

Call (614) 793-9900

Navigate to Visit website

About

Stoneburner Wealth Management, established in 1979, is an independently owned financial advisory firm dedicated to providing personalized financial planning and wealth management services. The firm emphasizes prudent investments, wise budgeting, and comprehensive planning, including estate, insurance, tax, and business planning, to help clients create a robust financial legacy and secure their future.

With a focus on integrity, community, and long-term preparation, Stoneburner Wealth Management works alongside clients to navigate financial uncertainties and pursue their aspirations with confidence.

Tailored financial planning

Comprehensive wealth management

Expert investment management

Specialized insurance planning

Business/professional financial planning

Services

Financial Planning

Emphasizes prudent investments and wise budgeting to empower clients to navigate life's uncertainties while creating a robust financial legacy.

Prudent investments Wise budgeting Long-term financial legacy

Wealth Management

Cultivates a comprehensive, personalized strategy to help manage and preserve assets, covering accumulation, risk management, taxation, business planning, retirement planning, and estate planning.

Asset accumulation Risk management Tax minimization Business planning Retirement planning Estate planning

Investment Management

Helps clients navigate the complexities of the investment management world, paving the way for a financially secure future with skilled, experienced guidance.

Skilled guidance Experienced investment strategies Financial security focus

Insurance Planning

Helps safeguard financial well-being and that of loved ones, providing a strong safety net for clients.

Risk mitigation Financial protection Peace of mind

Business/Professional Plans

Offers specialized plans for 401(k), SEP-IRAs, SIMPLE IRAs, salary continuation, deferred compensation, buy-sell agreement funding, stock redemption funding, key-man life insurance, and key-man disability income insurance.

401(k) planning SEP-IRA and SIMPLE IRA management Salary continuation Deferred compensation strategies Buy-sell agreement funding Stock redemption funding Key-man life insurance Key-man disability income insurance

Credentials & Certifications

SIE

Series 7

Series 63

Series 66

Frequently Asked Questions

What is the psychology of money and why does it affect decisions? +

The psychology of money explores how emotions influence financial decisions. Understanding these emotional drivers can help individuals respond more intentionally to financial choices, leading to better outcomes.

How do I talk to my kids about inheritance? +

Discussing inheritance with adult children involves setting clear expectations and reducing uncertainty. It's important to communicate openly about estate plans, financial goals, and the reasons behind distribution decisions.

What is ESG investing and how can it align with personal values? +

ESG (Environmental, Social, and Governance) investing allows individuals to align their investments with personal values by selecting companies that demonstrate strong environmental, social, and governance practices.

How can I protect my assets in a divorce? +

Protecting assets in a divorce involves understanding state laws, safeguarding property, and preparing financially for separation. Legal advice and strategic financial planning are crucial to minimize potential losses.

What is the true cost of delaying retirement contributions? +

Delaying retirement contributions can significantly reduce the amount of savings accumulated over time. Starting contributions sooner, even with small amounts, can lead to substantial growth due to compound interest.

How do I build a financial dream team? +

Building a financial dream team involves collaborating with different financial professionals—such as planners, advisors, and specialists—to support and strengthen your financial goals. Each professional brings unique expertise to create a comprehensive financial strategy.