About Touchstone Wealth
Who We Are
Touchstone Wealth is a fee-based financial advisory firm that provides guidance to help individuals, families, and businesses reach their goals and live their dreams.
With more than 100 employees and advisors licensed in all 50 states, we bring broad and deep professional experience and expertise.
We prioritize building relationships with our clients — advising them as we would our own family. Making a positive impact in their lives by guiding them toward financial security and prosperity is what gets us up in the morning.
Philanthropy
At Touchstone Wealth, we believe that our responsibility to help provide secure futures doesn’t stop with our clients. We wouldn’t be in business without our wonderful community. So, we give back. Here are various organizations we support:
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$2 BillionPolicy and Account Values |
$6.9 BillionIn Force Protection |
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25kClients Served |
1958Year Firm Founded |
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*As of 12/31/2022 |
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100+ Advisors and Employees
with the following designations
9 CFP®
Certified Financial Planner
7 CFBS
Certified Family Business Specialist
8 ChFC®
Chartered Financial Consultant
10 CLU®
Certified Life Underwriter
6 AIF®
Accredited Investment Fiduciary
9 CLTC®
Certified in Long-Term Care
2 ChSNC®
Chartered Special Needs Consultants
3 RICP®
Retirement Income Certified Professional