A complete list of active advisors currently associated with Blend Wealth
Warmer can help you find a great advisor at Blend Wealth or one who fits your needs even better.
Blend Wealth serves individual and family clients (including high-net-worth and business-owner households) as well as employer-sponsored retirement plans. The firm offers fee-only investment management, integrated wealth management and family office services, and retirement plan consulting, and it generally encourages clients to engage for a minimum of 12 months. The firm follows a passive, Modern Portfolio Theory–based approach, constructing diversified portfolios primarily with index mutual funds and exchange-traded funds and managing accounts on a discretionary basis tailored to clients’ goals, risk tolerance, time horizon, liquidity and tax considerations. Wealth management engagements combine ongoing portfolio management with continuous financial planning, and the firm may include held-away accounts and employer plans in its advice and asset calculations. Notable features disclosed in the brochure include an affiliated accounting business that provides tax preparation, bookkeeping, payroll, fractional CFO and business valuation services under common ownership, and the firm describes policies to address the resulting conflict of interest and allocation of staff time. The brochure also documents that the firm offers general investment education to retirement plan participants, participates in custodian programs that provide access to educational conferences and events, and uses independent solicitors for client referrals — practices that are less common among peer firms in this category.
To learn more about the advisors currently working at Blend Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Blend Wealth's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Louisville, KY
| 1
| |
Indianapolis, IN
| 14
| |
Indianapolis, IN
| 5
| |
Indianapolis, IN
| 13
|
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