Bluestone Financial Advisors, Llc

Description

• Bluestone simplifies the lives of entrepreneurs by enabling personal financial clarity. This allows the entrepreneur to give maximum focus and energy to what matters most in their business.We work best with entrepreneurs who are skeptical of the financial industry, who are long term business builders, and who recognize that extraneous complexity can prevent them from fulfilling their potential.Bluestone appreciates the fact that entrepreneurs are a breed apart. They are more driven, ambitious and demanding than the rest. They understand the importance of deep relationships built on trust, authenticity and value. They have a crocodile-like patience and willingness to take bold action when the right opportunity presents itself. They see business and investing as similar endeavors, defined by common principles but expressed through different tasks.Our strategic advisory services span cash management, investments, insurance, estate planning, real estate, business and health resources. Because strategy is based on the fundamental truths of each client, complexity is reduced, direction becomes clearer and better outcomes are experienced.Skeptical entrepreneurs understand the power of incentives and therefore appreciate Bluestones fixed fee retainer compensation. We are not rewarded for activity (transactions), because sometimes doing nothing is the best strategy. We are not rewarded for managing more investments, because sometimes deploying excess cash to an alternative opportunity is the best strategy. We are rewarded when entrepreneurs choose to continue working with us because our advice enabled better decision-making and results.Bluestone is not for everybody. We purposefully limit our roster of entrepreneur clients to those who value our retainer based compensation model and the positive contribution we make to their success.
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  Headquarters:7910 Woodmont Avenue Suite 650, Bethesda, Maryland, United States

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  Phone Number: +1 301-841-0203

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  Website: https://www.bfa-llc.com

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  Employees:3

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  Revenue:$0 - 1M

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  Legal Name:Bluestone Financial Advisors, Llc

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• |  NAICS Code: 523920  |

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