Richmond, VA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,367,626,091
ClientsTotal clients
2,290
AdvisorsAdvisors at this office
2
Of 36 advisors across 14 offices
Location
9030 Stony Point Parkway, Suite 590
Richmond VA 23235
Advisors at this office
2
Advisors at this office
Marvin M
CFA®, Series 63, Series 65
Richmond, VA
Blueprint Financial Advisors
Marvin Morse is a CFA® charterholder with 29 years of industry experience. He is currently a financial advisor at Blueprint Financial Advisors and has also been involved with Morse Capital Partners, LLC since 2008. Blueprint Financial Advisors is a multi-advisor firm offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets and employs a proprietary strategic-and-tactical investment approach that incorporates diversified asset classes and trend-following rules to guide portfolio adjustments.
Robert F
CFP®, ChFC®, Series 63, Series 65
Richmond, VA
Blueprint Financial Advisors
Robert Freeman Jr. is a financial advisor at Blueprint Financial Advisors with 24 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Morse Capital Partners since 2011. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm that manages approximately $1.4 billion in client assets, providing portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm uses a proprietary strategic-and-tactical investment framework to build globally diversified portfolios across various asset classes.
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