Capstone Wealth Partners is a fee-only independent Registered Investment Advisor in Columbus, Ohio, specializing in financial planning for college-bound families.
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 planningRegular six-month progress meetingsOn-demand meetings throughout the yearNo 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 approachLow-cost mutual funds and ETFsSeparately 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 ReportSide-by-side college cost comparisonFinancial aid and out-of-pocket cost analysis
Credentials & Certifications
CFP®
RICP®
FPQP®
ChFC®
CLU®
CCFC®
Reviews
Rating
5
★★★★★
Reviews
2
"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.
5.0
