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Portfolio Size of 100K and
above
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
New Albany, Ohio is a city with a growing population of 11,000 residents. As this city has a cost of living 35% higher than the national average, it may be beneficial for you and your family to seek the assistance of a knowledgeable and certified financial advisor to help optimize your finances. WiserAdvisor's directory of ranked and vetted financial professionals in and near New Albany, Ohio lists ranked financial professionals experienced in providing services such as wealth management, investment planning, financial planning, retirement planning, and more. Begin your search by browsing our directory below to compare and connect with a seasoned financial advisor. Additionally, we recommend using our free match tool to connect you with up to 3 vetted financial advisors matched to your specific needs.
New Albany
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
New Albany,
Ohio
have an average of
25
years of experience.
NOTE: The list of vetted financial
advisors in
New Albany,
Ohio
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
New Albany, Ohio.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 24 Years | $72,000,000 | Not Specified | Not Specified | |
| 27 Years | $0 | $100,000 | Fee-Based |
Qualifications
CRD# 4390780
Firm CRD# 6413
Office Location
162 Wetherby Lane,
Westerville,
OH
43081
Phone Number
614-392-7497
Andrew joined Bluestone Wealth Partners / LPL Financial in August 2023. He brings 24 years of experience in the financial services industry. He has worked as a financial advisor with both Morgan Stanley and JP Morgan. In addition to working with investors he has also instructed other financial advisors on operating financial planning software. He obtained his Certified Financial Planner designation in 2008. Andrew's passion is working with individuals and couples planning for retirement and creating distribution strategies that will not only last their lifetime, but also allow them to leave a legacy for future generations. Andrew is a graduate of Penn State University with a Bachelor of Science and Case Western University where he was awarded a Masters of Business Administration as well as the Heart and Soul Award. When not at work, Andrew enjoys time with his family. He has served as a volunteer coach in the Dublin Soccer League and is an active member of St Brigid of Kildare. Andrew has a great interest in working with youth to enable them to understand responsible money management and to that end has given presentations to middle school students. His interests include cycling and all things outdoors and his favorite family vacation destinations are Orlando, FL and Cape May, NJ.
Bluestone Wealth Partners is dedicated to helping people accumulate wealth and preserve it. We are committed to listening to our clients, understanding their current situation and learning about their goals for the future. We help bring to their attention ideas and solutions befitting their needs, and importantly guide them to take action towards a more secure future for their families and their legacy. Our clientele consists of professionals and retirees who do not have the time, desire or expertise to manage their personal financial planning as professionally as they manage their own careers or businesses. Many of our clients have competent existing advisors, such as attorneys and accountants, who provide them with a certain level of professional estate or investment planning.
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 2071799
Firm CRD# 10299
Series 6, 7, 63
Compensation/Fee Fee-Based, Hourly, Commissions
Office Location
5910 Wilcox Place,
Suite F,
Dublin,
OH
43016
Phone Number
614-504-0402
Brian has more than 30 years of experience. He holds the following securities registrations: Series 6, 7, and 63, as well as the Ohio Life/Health insurance licenses. He has experience in personal financial planning with individuals and families. Brian completed his Certified Financial Planning designation (CFP®) in 1992. Brian has extensive experience in wealth accumulation, education, family legacy, and retirement planning. He earned his Bachelor of Science in Financial Counseling and Planning from Purdue University and a Master of Science in Personal Financial Planning from the College for Financial Planning. He is a member of the Central Ohio FPA. He is currently teaching financial planning courses at Franklin University as an adjunct professor.
We provide comprehensive financial planning services for those retired or planning to retire in the next 5 to 10 years. Brian has more than 28 years of experience and is an Investment Advisor Representative with Cetera Advisors. He holds the following securities registrations: Series 6, 7, and 63, as well as Ohio Life/Health insurance licenses. He has over 20 years of experience in personal financial planning with individuals and families. Brian completed his Certified Financial Planning designation (CFP®) in 1992. Brian has extensive experience in wealth accumulation, education, family legacy, and retirement planning. He earned his Bachelor of Science in Financial Counseling and Planning from Purdue University and a Master of Science in Personal Financial Planning from the College for Financial Planning. He is a member of the Central Ohio FPA.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 10 | 1287 | $526,356,650 | A Percentage of AUM, Fixed Fees
|
|
| 24 | 234 | $354,237,031 | A Percentage of AUM, Fixed Fees, Performance Based, Other (MINIMUM FEES)
|
|
| 8 | 100 | $324,227,892 | A Percentage of AUM, Hourly charges
|
|
| 14 | 373 | $16,651,410 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)
|
To know if a financial advisor in Ohio is legitimate and properly licensed, you can check their registration status with appropriate regulatory organizations, such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Ohio State Securities Board. It's also important to review each financial advisor for their years of experience, credentials (CFP, ChFCs, CFAs, etc.), education, method of compensation, and client testimonials to verify their credibility. For further information, you can refer to our guide on how to use BrokerCheck to evaluate a financial advisors credentials.
Financial advisors in Ohio can be compensated through a variety of fee structures. Some advisors can charge fees based on a percentage of assets under management or hourly rates for their services. Alternatively, some advisors use a combination of commissions and fees or solely earn commissions by selling financial products. It's important to understand the fee structure of a financial advisor to ensure transparency and manage potential conflicts of interest. To learn more about the various fee structures advisors use, explore the costs of hiring a financial advisor.
A financial advisor in Ohio can help you plan for your children's education expenses by analyzing your finances, setting savings goals, and recommending investment strategies. They can provide guidance on college savings plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to plan for your child's education, continue reading about the best approaches to prepare for your child's college journey.
When choosing a financial advisor in Ohio, look for some common credentials like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC). These designations indicate that the advisor has undergone certified training in the field as a financial advisor and is committed to keeping your best interests a priority. To ensure you are making an informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.
Financial advisors listed on our directory for the state of Ohio typically offer multiple financial services to help their clients, including retirement planning, investment management, estate planning, financial planning, and wealth management. The specific services provided by the advisor can vary depending on the advisor's education, area of expertise, credentials, licenses, and more. Read on to better understand how financial advisors can assist you with the specific financial services they offer.
How often you should meet with your financial advisor may depend on your individual needs and financial situation. Some clients meet with their advisors quarterly or annually, while others may require more frequent meetings to stay on top of complex finances or significant life changes. With your financial advisor, your can discuss your financial circumstances and help determine the appropriate frequency for reviewing your financial plan. Read on to learn more about how often you should meet with your advisor.
A financial advisor in Ohio can help you by creating a personalized retirement plan that takes into account your current financial situation, retirement goals, and risk tolerance. They will help you set realistic goals, select suitable retirement accounts like 401(k)s or IRAs, and develop an investment strategy for optimal retirement income. The advisor can also help you navigate complex retirement matters like Social Security and taxes, and offer ongoing monitoring and adjustments to ensure your plan stays on track. If you are seeking to connect with a financial advisor that can assist you in planning for retirement, we suggest utilizing the free financial advisor match tool, which connects you with pre-screened and vetted advisors tailored to your specific requirements.
When choosing a financial advisor in Ohio, it is important to look for someone who is licensed and registered with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA). You may also want to consider their educational background, years of experience, and any relevant certifications, like Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), etc. To further explore the various credentials an advisor can hold, read more about advisor designations.
