A complete list of active advisors currently associated with Blueprint Financial Services

Warmer can help you find a great advisor at Blueprint Financial Services or one who fits your needs even better.

Blueprint provides discretionary asset management and ad hoc financial planning to individuals, high-net-worth clients, small businesses, and retirement plan sponsors. The firm’s advisory services explicitly include ERISA plan work for qualified plans such as 401(k), 403(b), pension, and profit-sharing plans. Investment programs are tailored to clients’ goals, time horizons, and stated risk tolerances, with portfolio monitoring and rebalancing as part of ongoing management; financial planning is offered at no additional cost for asset management clients. The firm emphasizes risk-aware portfolios and downside protection, and the brochure discloses extensive use of structured notes and other products intended to reduce volatility rather than attempting short-term market timing. Notably, Blueprint offers both 3(21) advisory and 3(38) investment manager roles for retirement plans, including IPS development, plan monitoring, and participant education — services less commonly provided by firms of similar size. The principal maintains an independent insurance practice (reported as consuming under five percent of his time), a potential conflict discussed in the brochure and mitigated through disclosures and the firm’s stated fiduciary procedures.

To learn more about the advisors currently working at Blueprint Financial Services, 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.