Since 1991,

Firestone_Wordmark_RGB_White

has been dedicated to delivering independent, client-first financial advice.

From the beginning, our  firm has operated on a fee-only model, ensuring that every recommendation is objective and aligned with each client’s goals.

Over the years, Firestone has grown into a multigenerational team of professionals whose expertise spans financial planning, portfolio management, research, and compliance. This collaborative approach allows us to provide clients with tailored strategies designed to adapt to changing markets and their evolving needs.

firestone logo tree

Through nearly 30 years of market and economic cycles, Firestone Capital has remained steadfast in serving its clients. Here, success is measured not by the firm’s growth, but by the success of our clients and community. Looking ahead, we’re committed to continuing this mission, helping clients achieve their financial goals for the next 30 years and beyond.

Our team blends the seasoned insight of experience with the fresh perspective of rising talent.

With professionals representing a wide range of ages and backgrounds, we provide consistency, continuity, and a forward-looking approach to sustainability. Thanks to our collaborative, team-oriented approach, every client benefits from Firestone Capital’s collective expertise, qualifications, and creative vision.

Jack Firestone

Jack M. Firestone

Founding Partner (retired)

Carol G. Kaufman

Carol G. Kaufman CFP®

Senior Partner

Carlos A. Carbonell

Carlos A. Carbonell CFA®

Managing Partner

Anthony E. Poppe

Anthony E. Poppe CFA®, CFP®

Senior Partner

Louise G. Owen

Louise G. Owen RP®

Operations Manager & CCO

Jerad O. Waggy

Jerad O. Waggy CFP®, CKA®

Senior Partner

Use these buttons to download the Firestone
Customer Relationship Summary (Form CRS) and the Firestone Advisor Disclosure Brochure (Form ADV). 

We will be happy to send a hard copy of either or both forms on request:
please call us at (305) 669-2119 or use the Contact Us form.

You can also review the most recent filing of these forms on the SEC official website at https://adviserinfo.sec.gov/firm/summary/106366.