Ric Martin

Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

#13

Forbes Best-In-State Wealth Advisors (2024)

Ohio - State

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

About Ric Martin

If you want financial confidence knowing your money is being managed effectively and efficiently, look no further than Ric Martin. With 30+ years of experience, Ric is your go-to professional for investment management, wealth accumulation advice & personalized tax strategy. Ric started his career at a small financial planning firm, moved to Steinhaus Financial Group in 2009, and now resides at Bluestone Wealth Partners, where he thrives on crafting tailored financial plans for his clients. He seamlessly strikes the balance of helping clients meet their unique goals while staying well... Read More

The description above is provided by Ric.

Focus Area / Customer Base

Retail Executives, High Net Worth, Retirees

Ric Martin's Team Photo

Bluestone Wealth Partners

The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.