Our Mission

To become our clients' most essential partner by leveraging our experience, expertise, and passion for making a difference as we help define their financial goals, creating peace of mind.

WHO WE ARE
A Boulder-based, employee-owned, boutique Investment Management & Financial Planning Firm

Bluestone Financial LLC was founded in 2025 and was independently founded by senior financial consultant Gary Shirman. With years of experience in wealth management and investment planning, he and his team uphold the philosophy of transparency, stability and customer-centricity to provide customized financial solutions to individual and corporate clients.

We firmly believe that every client’s financial situation and goals are unique. Therefore, Bluestone Financial helps clients better understand the complex financial environment and achieve robust wealth growth in the long term through concise and clear financial planning tools and comprehensive investment management strategies.

Our goal is to build trusted long-term partnerships to ensure that customers can face future uncertainties with confidence and plan their own financial blueprints with confidence.

How We Help

COLLABORATIVE APPROACH

COLLABORATIVE APPROACH

We build confidence through our ability to listen and learn while delivering on our Life On A PageTM planning process

INDIVIDUALIZED GUIDANCE

INDIVIDUALIZED GUIDANCE

Our commitment to leveraging every resource at our fingertips while tailoring our advice to each client creates comfort

PERSONAL<br/>ATTENTION

PERSONAL
ATTENTION

Our clients experience the peace of mind that results from the detail, creativity, and care embedded in everything we do

Simplifying Your Finances. Improving Your Life.

Learn more about how we can work together to set and achieve your financial goals.


SEE WHAT WE OFFER