West Hartford, CT Office

Blueprint Financial Advisors is an SEC-registered, multi-advisor firm that provides 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 roughly $1.4 billion in client assets, supported by a multi‑team advisory staff and a large retail client base, and also offers access to private placements and other illiquid investments as part of its advisory services.

Blueprint builds globally diversified portfolios across U.S. and international equities, fixed income, real estate, and alternatives and overlays a proprietary strategic-and-tactical framework that shifts asset‑class weights using price‑driven trend‑following and momentum rules across multiple timeframes. Those rules are monitored daily and generally executed at month‑end (with intra‑month execution for new accounts), a design the firm describes as intended to reduce excess trading and hold winning positions longer to help after‑tax outcomes.

Notable aspects of the firm include multiple affiliated entities — Blueprint Fund Management and Blueprint Investment Partners — and shared‑services arrangements that allow BFA to invest client assets in an affiliated mutual fund and ETFs on a fully disclosed basis, as well as to engage third‑party sub‑advisors and service providers. The brochure also discloses various industry affiliations (broker‑dealers, an insurance agency, and shared ownership arrangements) and the potential conflicts those relationships create, along with a range of financial planning engagement types and the firm’s standing practice of including recommended private or illiquid investments in its assets under management.