Bluestone Wealth Partners
Ric Martin, MS, CFP®, is a seasoned financial planner and partner at Bluestone Wealth Partners, a firm formed in 2015 through the merger of Steinhaus Financial Group and other practices within the LFA network. With over three decades of experience, Ric has been integral to providing personalized wealth management advice to executives and business owners, emphasizing clear communication of financial solutions. Prior to their current role, Ric served as Regional CEO and Managing Director at Lincoln Financial Advisors, where leadership included overseeing a team of 200 planners. Ric's financial credentials include a Bachelor of Science in Finance from The Ohio State University and a CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning.
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Bluestone Wealth Partners
At Bluestone Wealth Partners, we provide personalized and comprehensive wealth management advice to successful executives and business owners throughout the country. We present solutions in a clear and understandable way so our clients can make informed choices to help work towards their financial objectives. Our clientele consists of corporate executives, business owners and professionals 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. Most 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. However, any lack of coordination between these individuals can have a detrimental effect on the success of the overall plan. Bluestone Wealth Partners, a premier fee-based financial services firm, can help guide you toward a more secure future. We believe that it is our responsibility to help you make the most of your income and assets. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC (www.SIPC.org). The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.