Advisor at Strategic blueprint, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Monroe, GA
Credentials
Series 63, Series 65
Industry experience
19 years
Matthew Goodwin is a financial advisor at Strategic Blueprint, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Peachtree Capital Tax and Advisory and Peachtree Capital Corporation. In addition to advising, he is also involved in fixed insurance sales, including life, disability, and long-term care insurance. Strategic Blueprint, LLC serves individuals, pension plans, trusts, charitable organizations, and businesses through a network of independent advisors. The firm offers customized, goal-based investment strategies and a range of services including portfolio management, financial planning, retirement consulting, and a subscription advisory program with an emphasis on client education and alternative investments.
Based on Strategic blueprint, LLC
Based on Strategic blueprint, LLC
Financial planning flat fees up to $10,000; Subscription Advisory Services annual flat fee (negotiable); initial setup fee possible.
$0 - $250,000: All-Inclusive (Wrap): 2.25% annually, Non-Inclusive: 2.15% annually $250,000 - $500,000: All-Inclusive (Wrap): 2.15% annually, Non-Inclusive: 2.05% annually $500,000 - $1,000,000: All-Inclusive (Wrap): 2.00% annually, Non-Inclusive: 1.90% annually $1,000,000 - $2,000,000: All-Inclusive (Wrap): 1.75% annually, Non-Inclusive: 1.65% annually $2,000,000 - $5,000,000: All-Inclusive (Wrap): 1.50% annually, Non-Inclusive: 1.40% annually $5,000,000+: All-Inclusive (Wrap): 1.25% annually, Non-Inclusive: 1.15% annually
Commissions earned by advisory representatives who are also registered representatives for securities and insurance products; advisory fees waived on commission assets.
Up to $500 per hour for financial planning and consulting.
Annual flat fee for Subscription Advisory Services program; fee negotiable and billed quarterly or monthly in arrears.
Account minimum: $25,000 Fee-only: Fixed fee up to $10,000 or hourly up to $500 per hour for financial planning and consultations; may negotiate higher fees.
Monroe, GA
Georgia
Strategic Blueprint, LLC
2022 - Present (4 years)
The Strategic Financial Alliance, Inc.
2022 - Present (4 years)
Peachtree Capital Tax and Advisory
2015 - 2022 (7 years)
Peachtree Capital Corporation
2015 - 2022 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Reagan Financial Planning LLC
Mark Reagan is the principal advisor at Reagan Financial Planning LLC in Oxford, GA, with nine years of industry experience. He holds a Series 65 designation and has operated his independent firm since 2016. Reagan Financial Planning LLC provides written financial planning and investment consulting services to individuals, families, and small-business owners. The firm follows a consultative-only model, offering comprehensive and modular plans without managing client assets or taking custody, focusing on individualized advice and a broad range of investment strategies.
CFP®, Series 63, Series 65
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Marathon Financial Strategies
Mark Digiovanni is the sole advisor at Marathon Financial Strategies in Brunswick, GA, holding the CFP® designation with 22 years of industry experience. He has been with Marathon Financial Strategies since 1995. He is also the author of four books on financial management, from which he receives royalties. Marathon Financial Strategies serves individual and high-net-worth clients by providing investment supervisory services and financial planning. The firm employs a long-term investment approach using both fundamental and technical analysis, manages all assets in-house, and emphasizes regular portfolio reviews and documented client objectives.
Series 63, Series 65
Loganville, GA
Associated Financial Partners, Inc.
John Sauers is the sole advisor and president of Associated Financial Partners, Inc., an independent firm based in Loganville, GA. He holds Series 63 and 65 licenses and has 22 years of industry experience. Prior to founding Associated Financial Partners in 2015, he was associated with Hsi Management Inc. since 1998. Outside of his advisory role, he serves as chairman of the Rotary Club of Loganville and publishes a monthly newsletter titled "One Man's Opinion." Associated Financial Partners provides investment advisory, financial planning, asset allocation, and consulting services to individuals, pension and profit-sharing plans, and charitable organizations. The firm offers tailored, non-discretionary advice using a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory.
Series 63, Series 65
Lawrenceville, GA
Winslow Asset Group, LLC
Donald Slowinski is the principal advisor at Winslow Asset Group, LLC, a firm he has been with since 1999. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. In addition to his advisory role, Slowinski serves as a general partner and portfolio manager at SMS Capital Partners L.P., an equity fund. Winslow Asset Group, LLC is a state-registered investment adviser providing consulting, investment advisory, and research services to individuals and institutional clients such as corporations, trusts, estates, and charitable foundations. The firm employs a combination of fundamental research and technical analysis to actively manage portfolios across various instruments, including equities, options, ETFs, and private funds.
Series 63, Series 65
Lawrenceville, GA
Wakil Wealth Advisory LLC
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Series 66
Lawrenceville, GA
Elite Wealthcare LLC
Tri Truong is a financial advisor with Elite Wealthcare LLC in Lawrenceville, GA, holding a Series 66 designation and eight years of industry experience. Prior to founding Elite Wealthcare in 2022, he worked at Bank of America and Merrill Lynch for ten years. Outside of his advisory role, he is a co-owner of a family rental property business. Elite Wealthcare LLC serves individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and business clients, providing discretionary portfolio management, financial planning, and consulting services. The firm tailors investment advice to client objectives using various strategies and manages a small client base with a few million dollars in assets under management.
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