Joseph S. Messinger,  CFP<sup>&reg;</sup> - Financial Advisor

Joseph S. Messinger, CFP®


Partner & Director of College Planning

Capstone Wealth Partners, Ltd.

6037 Frantz Road, Ste 104
Dublin, OH 43017
(614) 754-7805 CONNECT WITH Joseph
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Joseph Messinger is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Capstone Wealth Partners, Ltd. in Dublin, OH and the surrounding communities.

Financial Advisor Overview

Capstone Wealth Partners is a modern independent financial planning firm in Columbus, Ohio. We specialize in helping families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time. Get organized. Get a plan. Get ahead.


Financial Advisor Experience

Joe Messinger began his financial planning career in 2001, and worked with industry-leading financial services firms and held senior leadership roles where he had an opportunity to coach and mentor some of the top financial advisors in the country. After nearly a decade of working for some of the largest firms in the industry, Joe concluded; “The only way to deliver truly comprehensive, unbiased advice with no conflicts of interest is to operate as an independent fee only Registered Investment Advisor.” In 2009 Joe co-founded Capstone Wealth Partners to do just that.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications


Designations & Certifications

  • Chartered Financial Consultant (ChFC®)
  • Other - CLU

Broker-Dealer Affiliation


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Starting a Family, Succession Planning, Sudden Wealth


Helpful Financial Planning Resources