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Finestone Partners

EST. AUM
$190,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number 125608
Website finestonepartners.com
Client types

Overview

Finestone Partners is an independent boutique financial advisory firm that employs innovative solutions for high-achieving individuals and businesses. For nearly three decades, the firm has assisted business owners, professionals, entertainers, athletes, and their families in developing strategies for wealth building, preservation, and transfer, as well as estate and business management. Their client-focused approach begins with the Wealth Management Matrix® methodology, which utilizes comprehensive critical thinking to address all financial aspects of clients' lives. The firm is dedicated to managing clients' financial affairs, enabling them to pursue their dreams and achieve prosperity.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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