MARTIN - WEINGARTNER - MARTIN - HAYEK - STERTZER

Bluestone Wealth Partners
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    • Home
    • About
      • TEAM
      • COMMUNITY
      • TESTIMONIALS
    • BLUEPRINTS
    • Client Resources
    • PARTNER WITH US
    • Contact
    • Broker Check
Bluestone Wealth Partners
  • Home
  • About
    • TEAM
    • COMMUNITY
    • TESTIMONIALS
  • BLUEPRINTS
  • Client Resources
  • PARTNER WITH US
  • Contact
  • Broker Check

Bluestone Wealth Partners is more than just a place to do business —
it's a powerful platform to grow, lead, and succeed, backed by the strength and flexibility of LPL Financial.


Whether you're seeking a succession plan or hoping to find the right fit to tuck in your practice, we have a solution tailored to your needs.  If you're ready to grow, simplify, or re-energize your practice, we're here to help — on your terms.

TRANSITION YOUR PRACTICE TO LPL

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It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently.


Warren Buffet

Support To Succeed

You do your best work when you're empowered—not micromanaged. That’s why we provide the support and flexibility you need to thrive:


Dedicated Operational Support:  Spend more time with your clients and less time on back-office tasks. Our experienced team takes care of onboarding, compliance, and account servicing so you can focus on growing your practice.


Marketing & Brand Building :  Whether you want to build your own brand or align with ours, we’ll give you the tools, guidance, and exposure to raise your profile and credibility.


Technology that Works for You:  With LPL’s integrated platforms, you’ll have access to top-tier tools that streamline portfolio management, financial planning, and client communication.


Investment Solutions:  Our Investment Committee develops tailored strategies and manages portfolios, giving you more time to focus on your clients and their goals.


Independence Your Way

Your entrepreneurial spirit drives your success—and we’re here to support it. With us, you can keep your independence while gaining the camaraderie and shared knowledge of a team that gets it.


Flexible Business Models:  You choose how you want to work—solo, as part of a team, or with full branch support. We give you the flexibility to build your business your way.


Fiduciary Focused:  You believe in always doing what’s best for your clients. So do we. If putting clients first is your priority, you’ll fit right in here.


Advisor-Centric Culture:  Bluestone was built by advisors, for advisors. We understand your challenges, respect your goals, and are committed to helping you succeed on your terms.


LPL Strength, Local Touch

With us, you get the best of both worlds: the scale and resources of one of the nation’s largest independent broker-dealers—LPL Financial—paired with the personal support and collaboration of a boutique firm.


Open Architecture:  You have the freedom to choose the right solutions for your clients, with access to a wide range of investment and planning options—no quotas, no proprietary pressure.


Seamless Transition Support:  Thinking about making a move? Our dedicated transition team is here to make it easy, minimizing disruption for you and your clients every step of the way.

WANT TO LEARN MORE? GET IN TOUCH!

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Unless otherwise identified, registered associates on this website are registered representatives of LPL Financial  and investment advisory services offered through LPL Financial , a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through LPL Financial affiliates and other fine companies and state variations thereof. Firm disclosure information available at www.LPL.com.


Not all registered representatives with our firm are able to offer advisory services.


The financial professionals of the Martin Team: Securities and advisory services offered through LPL Financial (LPL), Member FINRA/SIPC, and a registered investment advisor.  Registered representatives of LPL offer brokerage products and services using the trade name Bluestone Wealth Partners.  LPL Financial is a separate entity from Bluestone Wealth Partners.


The LPL Financial registered representatives associated with this website may discuss and/or transact business only with the 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.


We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.


Securities: Alabama, Arizona, Arkansas, District of Columbia, California, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, and Wisconsin


Insurance:  Alabama, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana,  Maine, Maryland, Michigan, Missouri, North Carolina, New Mexico, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia and Wisconsin


Richard Martin CA Insurance License #0F29374


G. Adam Weingartner CA Insurance License #0K96412


*Associated persons of LPL Financial who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.


Copyright © 2024 Bluestone Wealth Partners - All Rights Reserved.

 www.lpl.com/CRS

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