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Nathan B

Series 63, Series 66

Chandler, AZ

Blueprint Wealth Group

Nathan Bowles is a financial advisor at Blueprint Wealth Group with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James & Associates and Tarian Wealth Management. Outside of his advisory role, he is the owner of Marley Exchange Holdings Inc., where he oversees and monitors asset administration. Blueprint Wealth Group is an independent investment adviser serving business owners, entrepreneurs, founders, self-employed professionals, and complex family accounts. The firm employs a planning-first, goals-based approach using financial planning software and a combination of fundamental, technical, and portfolio-construction methods, offering flexible engagement models including discretionary portfolio management and subscription-based planning services.

Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations Business exit / sale strategy General estate planning guidance General tax planning Founder/Business Owner Attorney Doctor or Medical Professional Self-Employed HENRY (High Earners, Not Rich Yet)
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