BlueStone Advisors
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Overview
10 - 49
Employees
2010
Year Founded
ABOUT BLUESTONE ADVISORS
Insurance, Benefits, Captives
BlueStone Advisors offers commercial insurance brokerage, employee benefits consulting, and captive services to middle-market companies. Our brokerage solutions aim to lower the overall cost of risk, while our benefit plans enhance an organization’s workforce. We employ financial tools, actuarial models, and risk management strategies that help clients envision the future of their current or potential risks and create action plans to address them. In every engagement, we focus on being a reliable partner. Our company culture is rooted in our enthusiasm for advancing the fields of commercial insurance brokerage, employee benefits consulting, and captive services. BlueStone Advisors seeks out and hires individuals with innovative ideas, pertinent experience, and a dedication to excellence to serve our esteemed clients.
LANGUAGES SPOKEN
English
HIGHLIGHTS
10 - 49
Employees
2010
Year Founded
Services
Focus
Industries
Clients
Services Provided
40% Brokerage Services
40% Employee Benefits Consulting
20% Risk Management Services
About the Team
OUR STORY
Founded in 2012 from a vision shared by Tracie and Andy, BlueStone Advisors delivers personalized, strategic insurance services tailored to middle market companies. Both seasoned professionals—Andy with a brokerage background at HUB and Aon, and Tracie bringing 20 years in technology, finance, and project management—recognized the need for innovative, client-focused advocacy amidst a rapidly consolidating insurance landscape. Unlike large, impersonal brokerages, BlueStone emphasizes trust, transparency, and genuine partnerships, leveraging smart technology and deep expertise to simplify risk management. Committed to fostering diversity in leadership and advancing environmentally conscious practices, the firm prioritizes tailored solutions that protect what matters most to clients. BlueStone Advisors stands as a boutique firm dedicated to empowering businesses with strategic guidance and meaningful relationships.
