Advisor at Bluestone® Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bluestone® Financial Advisors, LLC
Location
Bethesda, MD 20814
Credentials
Series 65
Industry experience
3 years
Ryan Beckwith is a financial advisor at Bluestone® Financial Advisors, LLC in Baltimore, MD, holding a Series 65 designation with three years of industry experience. His prior work includes roles at GP Strategies Corporation and Waddell & Reed. Bluestone Financial Advisors primarily serves entrepreneurs, business owners, high-net-worth individuals, corporations, and charitable organizations, providing personal CFO services through financial planning, consulting, and investment management. The firm emphasizes long-term financial strategy and capital allocation, using fundamental research to guide investment decisions and operates with a fixed-fee pricing model.
Based on Bluestone® Financial Advisors, LLC
Fee-only: Fixed fees ranging from $5,000 to $10,000 one-time for Project services; $1,000 to $5,000 monthly fixed fees for Retainer services. Fees are negotiable and vary by complexity.
7910 Woodmont Avenue, Suite 1350
Bethesda, MD 20814
Maryland
Bluestone Financial Advisors, LLC
2022 - Present (4 years)
GP Strategies Corporation
2019 - 2022 (3 years)
Waddell & Reed
2018 - 2019 (1 year)
Susquehanna University
2015 - 2019 (4 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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SHB Advisors
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