user avatar

Timothy Pierson

Advisor at Blueprint Financial Strategies, LLC

Updated today

Location

Eatonton, GA 31024

Credentials

ChFC®, Series 63, Series 66

Industry experience

15 years

About

Timothy Pierson is a financial advisor at Blueprint Financial Strategies, LLC with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. In addition to his advisory role, he is involved as a board member of the Lake Oconee Builders Association and co-owns a company that distributes Stone Canyon Cabins. Blueprint Financial Strategies provides discretionary portfolio management and ongoing financial planning primarily for individual investors and business retirement plans. The firm emphasizes individualized asset allocation and uses third-party platforms and sub-advisors, offering ERISA plan services for employer-sponsored plans alongside an affiliated insurance business.

Client services

Based on Blueprint Financial Strategies, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Blueprint Financial Strategies, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Blueprint Financial Strategies, LLC

Founder/Business Owner Retired

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Fee options

Percentage

$0 - $500,000: 1.25% annually $500,001 - $999,999: 1.0% annually $1,000,000+: 0.85% annually

Project-based

$240 per hour for financial planning services

Other

Account minimum: $250,000

Location

952 B Greensboro Rd, Keystone Building

Eatonton, GA 31024

Most active in

Georgia

Work history

Allutional, LLC

2024 - Present (2 years)

905 Harmony LLC

2023 - Present (3 years)

RV Park Buildings, LLC

2022 - Present (4 years)

Patriot Insurance

2022 - 2023 (1 year)

Elks Lodge #2849

2022 - 2022 (1 year)

Patriot Insurance, LLC

2022 - 2022 (1 year)

RV Park Buildings, LLC

2022 - 2022 (1 year)

Blueprint Financial Strategies, LLC

2021 - Present (5 years)

Keystone Business Solutions, LLC

2021 - Present (5 years)

WISMOGA, LLC

2018 - Present (8 years)

Putnam County Planning & Development Board

2018 - 2021 (3 years)

Gradient Securities, LLC

2017 - 2021 (4 years)

Blueprint Financial Strategies, LLC

2017 - 2021 (4 years)

Lake Oconee Builders Association

2016 - Present (10 years)

Investment Centers of America

2011 - 2017 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James H

CFP®, CFA®, PFS™, Series 63, Series 65

Greensboro, GA

Hankinson Wealth Advisors LLC

James Hankinson is a CFP®, CFA®, and PFS™ credentialed advisor with 18 years of industry experience. He is the sole advisor at Hankinson Wealth Advisors LLC in Greensboro, GA, where he has worked since 2018. Prior to that, he was with Hankinson Wealth Management, Inc. for over two decades. Hankinson also holds Series 63 and Series 65 licenses. Hankinson Wealth Advisors provides discretionary and non-discretionary wealth management services, combining ongoing financial planning and portfolio management for individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. The firm emphasizes personalized asset allocation using mutual funds, ETFs, and individual securities, with continuous monitoring and rebalancing.

Wealth management
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Gordon L

CFP®, Series 63, Series 65

Greensboro, GA

Relativity Capital Advisors, LLC

Gordon Lackey is a CFP® professional with 22 years of experience in financial advisory services. He has worked at Relativity Capital Advisors, LLC since 2015 and previously spent over a decade at Barber Lackey Financial Group. Relativity Capital Advisors provides personalized investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and fundamental analysis to manage portfolios tailored to client risk tolerance and time horizon, offering both discretionary and non-discretionary management.

Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Jennifer L

Series 66

Greensboro, GA

Relativity Capital Advisors, LLC

Jennifer Lackey is a financial advisor at Relativity Capital Advisors, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at Relativity Capital Advisors since 2015, following 15 years at Barber Lackey Financial Group. Relativity Capital Advisors offers personalized investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of technical and fundamental analysis to manage portfolios through both discretionary and non-discretionary approaches, incorporating longer-term core positions and shorter-term tactical strategies.

Active portfolio management Options & derivatives strategies Founder/Business Owner Executive
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Gregory P

Series 63, Series 66

Greensboro, GA

The Foundation Investment Group

Gregory Partalis is a financial advisor at The Foundation Investment Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CommonWealth Financial Network and Global Assets Advisory. He serves as co-trustee for the Lynn N Partalis Living Trust. The Foundation Investment Group is a four-advisor team managing approximately $255.7 million for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm integrates alternative investments with traditional asset classes, emphasizing capital preservation and risk management through a global macro investment approach.

Private / alternative investments Real estate investing Wealth management
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Joel G

Series 66

Madison, GA

Longview Wealth Management

Joel Greenway is a financial advisor at LongView Wealth Management in Madison, GA, with six years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research and Bank of Madison. Outside of advisory roles, he is also an independent insurance agent. LongView Wealth Management serves individuals, pension and profit-sharing plans, and business clients with portfolio management, financial planning, and specialized services such as divorce financial consulting. The firm employs economic, fundamental, and technical analysis and offers both discretionary and non-discretionary management, utilizing mutual funds, ETFs, stocks, and bonds through multiple program structures and custodians.

Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Richard K

Series 63, Series 65

Greensboro, GA

Corecap Advisors

Richard Kinnard is a financial advisor with CoreCap Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with CoreCap Advisors since 2020 and previously worked at Ameritas Investment Corp. He is also president and CEO of Capital Choice Financial Services, an insurance agency and investment product firm, and owner of RLK Marketing LLC. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to a diverse client base, including high-net-worth individuals, retirement accounts, and corporations. The firm employs a relationship-oriented, individualized approach with a generally long-term investment horizon and utilizes sub-advisors and third-party asset managers to support its services.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
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