About Brightstone Advisors
Brightstone Advisors provides financial planning, investment management, and tax-aware advice for individuals, families, professionals, and business owners.
Our work is built around long-term advisory relationships, thoughtful planning, and a clear understanding of each client’s full financial picture.
As a fee-only firm, Brightstone Advisors does not sell financial products for commissions. Our advice is designed around the client’s goals, with an emphasis on transparency, objectivity, and long-term financial wellness.
Our Approach
At Brightstone Advisors, our work is built around thoughtful planning, tax-aware guidance, and long-term advisory relationships.
Personal Planning
Financial advice begins with understanding the people we serve — their goals, concerns, family priorities, and long-term needs.
Tax-Aware Guidance
Taxes can affect retirement, investments, estate planning, business ownership, and wealth transfer decisions. Brightstone brings a tax-aware perspective to the planning process.
Long-Term Relationships
We believe financial wellness is an ongoing process. As life changes, we help clients revisit their plans, evaluate new decisions, and stay focused on the bigger picture.
Our Regulatory Disclosure Statement
To review the most current Form ADV Part 2 for Brightstone Advisors click here.