Joe S. Messinger

Partner & Director of College Planning

CFP®, ChFC®, CLU

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Business Owners, Executives, GenX

Major Milestones I Specialize In

Early Retirement or Financial Independence, Funding Education, Retirement Planning

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

Capstone Wealth Partners is a fee-only fiduciary financial planning firm based in Dublin, Ohio, with advisors in Grand Junction, Colorado, and Sarasota, Florida, serving pre-retirees and college-bound families nationwide with comprehensive planning, tax strategies, and investment management. From retirement planning and investment management to tax strategies and estate coordination, we help clients design, build, and protect long-term financial confidence.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.