Touchstone WealthTouchstone Wealth is a financial advisory firm that provides guidance on retirement, wealth transfer, and investment services.
Suggest an EditAbout Touchstone Wealth
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 wha
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 wha
Company Highlights
Employees
YoY Headcount Growth
Year Founded
1958
Employees61
Location (HQ)
USA
YoY Headcount Growth3.38%
Key Metrics
Senior Hires
| Name | Linkedin Profile | Position | Date Joined |
|---|---|---|---|
| John Doe | https://www.linkedin.com/in/johndoe | CEO | CEO |
| Jane Doe | https://www.linkedin.com/in/janedoe | CTO | CTO |
| John Smith | https://www.linkedin.com/in/johnsmith | CFO | CFO |
| Jane Smith | https://www.linkedin.com/in/janesmith | COO | COO |
Financial Services
- Extend Enterprises Inc.MOovVillanova Wildcat FundFirstCloseBoast.AIMoovMInt FinanceSpearmint EnergyPenChecks, Inc.Welsh Carson Anderson & StoweKloverSterne AgeeFPA (First Pacific Advisors)BPOCRitholtz Wealth ManagementsatschelAdvantage FuturesThInk FinanceLoanStar TechnologiesLaird Norton Wetherby3iStock ValueSCS FinancialSELECTAccounts ReceivableIINK CORPMosFLOWX.AILegacy Wealth PartnersAriel Property AdvisorsEagle Financial Group, Inc.IOU FinancialGar Wood Securities, LLCTienda PagoParkwoodDext CapitalVidrio FinancialFundGuardNAX GroupPatientFiRedwood Tax SpecialistsBack OfficeAura FinancialJSD Management Inc. dba James, Stevens & DanielsAbacus LifeThe Forge CompaniesConnexPayFundationRegents Capital CorporationSignal AdvisorsPapaya1st Colonial Community BankOneIndiana Financial Group, a General Agency with the companies of OneAmericaTextron FinancialSettle Inc.OpenInvestSpektra Inc.Elite Consulting PartnersEverCImprintDCS | Dental Claim Support | Expert Dental Revenue Cycle ManagementONe True Holding Co.Tidal Financial GroupConcord EFSEmpower Finance, Inc.NalaLineBEemBoston College Investment ClubLiquidity CapitalShop Your Own MortgageTucker AdvisorsHidden Harbor Capital PartnersSummit Financial CorpFruitfulSavvy WealthFirst Carolina BankUniTrust Financial GroupOndot SystemsFoxenComplete CashMIAX Exchange GroupLegalistEnduring PlanetCredit KeyBiz2XFIMCAnduin TransactionsPerfect Plastic PrintingSamuel A. Ramirez & Co., Inc.Green Check VerifiedSB360 Capital PartnersGratus CapitalAsaakKardMortgage Equity PartnersDAshSymmetry Partners, LLCMiCamp SolutionsATlas Holdings
Advice
- Crime Victim ServicesNext47Gehring Group, A Risk Strategies CompanyBowerGroupAsiaThe OutpostThe Reschini GroupDrake StarPath Forward ITPRO-SpectusAngela Adams Consulting ServicesThe Family Business Consulting Group, Inc.Brookstone Capital ManagementCEO AdvisorsSkyBridge CapitalWestern International SecuritiesEnergy 1Justin for JusticeChevy Chase TrustTquila AutomationBeaird HarrisMidwest Loan ServicesCushman & Wakefield | Commercial Advisors - MemphisSiskind Susser, P.C.- Immigration LawyersBills.comSummit Global InvestmentsStarshipMirai AdvisoryRealty World Curri PropertiesThe Investment Center, Inc.Peapack PrivateClarity Child Guidance CenterThe Flood Law FirmKruggel Lawton CPAsInsurMarkThe CARIAN GroupUnion PlusThe Advocates for Human RightsMSI Global Talent Solutions LLCRFG AdvisoryCloudely, IncHighland BankConstructSecureProActivatePlanetree InternationalAltair AdvisersAdhesion Wealth Advisor SolutionsElements AdvisorsAbacus Wealth PartnersRetireMedMerchantCircleFamily Office ExchangeHabitat for Humanity of Pinellas and West Pasco CountiesIchor StrategiesDerrick Law Firm Injury Lawyers, PCAtlas Injury Prevention SolutionsAgenda HealthBig I New YorkPure Financial Advisors, LLCLummus TechnologyNorthstarDoctumsGeoWealth, LLCKKOS Lawyers, LLPMortgage Capital Trading (MCT)PT Asset Management, LLC (PTAM)XO Health Inc.Gemini IndustriesTFO Phoenix, Inc.Price Paige & CompanyUnion Square Advisors LLCIndependent Financial PartnersSpire Investment Partners, LLC.Washington CapitalToney HealthcareFulcrum Consulting, LRSResources Global ProfessionalsAC Disaster ConsultingWahed Inc.Wahed InvestNeerInfo SolutionsContegixthebalanceFitzpatrick, Hunt & Pagano, LLPTechData Service Company, LLCArtemis HealthBelpointe Asset ManagementDataSkateSoboQBSINtroCorrigoInternational Advisory, Products and Systems (i-APS)Castro & CompanyZennifyPrivate Advisor GroupSEDA ExpertsAimpoint DigitalIEQ CapitalDRA AdvisorsAdvyzon
Wealth Management
- Boast.AICasaCarver Federal Savings BankCogniCorSavvy WealthTruepoint Wealth CounselU.S. Money ReserveBrookstone Capital ManagementArta FinanceTrue North AdvisorsFligooNorthEast Community BankCapitas FinancialAdvisorEngineBeaird HarrisOakworth Capital BankPeapack PrivateJanus HealthInsurMarkBGBC PartnersVivaldi Capital ManagementAltair AdvisersAdhesion Wealth Advisor SolutionsAmbridge GroupAbacus Wealth PartnersGoalsetterECM Solutions.Family Office ExchangeRAGE Frameworks Inc.Professional Analysis, Inc.VantagePointe Financial GroupTrust & WillExpansion CapitalWealthCrestwood AdvisorsGeoWealth, LLCNational Advisors Trust CompanyABN Financial GroupEventide Asset ManagementProvince FirmWaldron Private WealthTFO Phoenix, Inc.GBICastle PlacementSALI Fund Services, a JTC Group CompanyClarity MoneyWahed Inc.Ownership WorksSabal Trust CompanyModern Wealth ManagementCreative Financial NetworkFolioDynamixSimpleNexus, an nCino CompanyPCR Financial AggregationPrivate Wealth SystemsBelpointe Asset ManagementSentieoDuff & Phelps Investment Management Co.TCI Wealth AdvisorsThe Capital GroupLaird Norton Wealth ManagementPro Medical Billing Solutions LLC55ipOVM with AnnieMac Home MortgageHolocene Advisors, LPF2 StrategyVincentInvestment Planners, Inc. -- IPI Wealth Management, Inc.WE Family OfficesFoster & Motley, Inc.ZT CorporateCounty National BankLKJ FinancialBank of Travelers RestUS Capital GlobalSeventy2 Capital Wealth ManagementAltfest Personal Wealth ManagementCherry BekaertHUB I HORANSageSpring Wealth PartnersRange Finance IncFamily Office ClubNewEdge WealthFinancial Services AdvisoryDucera Partners LLCModera Wealth ManagementKingswood U.S.Sawmill Trust CompanyCary Street PartnersMembers Trust CompanyDynasty Financial PartnersF.L.Putnam Investment Management CompanyMasttroKovitzDakota Wealth ManagementBERKSHIRE ON CLIFFBROOK LLCMeridian Wealth Management, LLCIxonia Bancshares, Inc.ClearsteadGirard, a Univest Wealth Division
Retirement
- PenChecks, Inc.Rogue Valley ManorCountry Manor CampusGinger CoveSenior Resource CenterGreencroft CommunitiesU.S. Money ReserveZacks Investment ManagementAmerican Retirement AssociationGolden Pond Retirement CommunityGlenaireAuguStar RetirementLiberty Bankers Insurance GroupMinnesota Department of Employment and Economic DevelopmentMilestone Retirement CommunitiesBishop Gadsden Episcopal Retirement CommunityVirginia Mennonite Retirement Community, Inc.FIDxVicar's LandingAfortus financialTCARELiving BranchesSagewoodThe Investment Center, Inc.Carolina Village, Inc.Westminster Canterbury Lynchburg, Inc.Eagle Life Insurance CompanyParadise Valley EstatesUAW Retiree Medical Benefits TrustPeconic LandingCoMmonwealthApollon Wealth Management, LLCSAG-AFTRA Health Plan | SAG-Producers Pension PlanFuture CapitalVillage At Waterman LakeNew Haven Assisted Living and Memory CareQuest Trust CompanyLaurel Lake Retirement CommunitySpark AdvisorsPure Financial Advisors, LLCEmpirical Wealth ManagementMercy RidgeEvergreen Retirement CommunityABN Financial GroupOak Hammock at the University of FloridaMEADOWOODCreative Financial NetworkBitcoin IRAWindsorMeade WilliamsburgGCU of USALee, Nolan & Koroghlian, LLC / a MassMutual FirmRetirement ClearinghouseSage AdvisoryCareageWoodland Pond at New PaltzCounty National BankLKJ FinancialSeventy2 Capital Wealth ManagementBrickmont Assisted LivingShenandoah Valley Westminster-CanterburySageSpring Wealth PartnersIvy ParkNewRetirementF.L.Putnam Investment Management CompanyContinental GeneralGBU LifeSilver Birch LivingMeridian Wealth Management, LLCTimber Ridge at TalusOn Tap Credit UnionEpworth VillaBrandon Oaks Life Plan CommunityCarolina Meadows, Inc.Trinity Woods, formerly Oklahoma Methodist Manor IncJohn Knox Village of Central FloridaRidgecrest VillageTransitions HealthcareTrinity OaksAHPStill Hopes Episcopal Retirement CommunityPraxis ConsultingThe Forest at DukeGlenmeadowDunwoody VillageJuniper CommunitiesSayre Christian VillageGreenFields of GenevaTCG, a HUB International companyCatholic United FinancialSchol & AssociatesCovenant WoodsTSC 401KLambeth HouseSmith Senior LivingAccushield