Bluestone Wealth Advisors

Bluestone Wealth Advisors is a wealth management firm in Kearney, NE. The practice serves individuals, families and businesses, with a core focus on clients across Nebraska, and also works with clients in other states. Its advisors build investment strategies and provide financial planning and retirement income planning. Michael Strong has been a financial advisor since 2007 and completed the Accredited Wealth Management Advisor designation in 2013 and the Certified Plan Fiduciary Advisor designation in 2021; he earned a bachelor's degree from the University of Nebraska at Kearney in 2006. Paul Downey has been a financial advisor since 2016 and takes a hands-on approach with clients, focusing on in-depth financial planning. Kale Gideon is also part of the team. The firm holds a rating of 5.00 from one review.

The practice takes its name from the Bluestone, or Blue Agate, the Nebraska state gemstone, a reference to its ties to Nebraska and the Midwest. Its stated mission is to guide individuals and businesses as they plan and invest for the future they envision, following a financial planning process of Engage, Empower, Advise, and Manage. The team describes its work around the four basic lifecycle phases of financial planning and a personalized plan supported by products that fit an investment profile. Bluestone also offers a library of resources, including monthly market insights and commentary on market topics. Michael Strong, Paul Downey and Kale Gideon are affiliated with LPL Financial as their full-service broker-dealer.

The Kearney office is at 2217 1st Avenue, on the east side of the street in the middle of the block. It sits about a tenth of a mile from 2nd Avenue and from Kearney Public Library, and roughly two tenths of a mile from West 25th Street, the Museum of Nebraska Art, the Kearney Fire Department, and the Kearney Police Department and Buffalo County Sheriff's Offices. Office hours are Monday through Friday, 8:00 AM to 5:00 PM, with weekend appointments available.

Bluestone Wealth Advisors draws on 20 years of combined experience across its team, and its advisors hold the Accredited Wealth Management Advisor and Certified Plan Fiduciary Advisor designations. The firm's positive rating reflects the customers who have reviewed it.