Blueprint Financial Strategies, LLC

BluePrint Financial Strategies, LLC is a small independent advisory firm that serves individuals, high‑net‑worth households, and employer‑sponsored retirement plans, managing roughly $23.7 million across its client relationships. The firm provides discretionary asset management, financial planning and consulting, and ERISA plan services for 401(k), 403(b), pension and similar plans, and places client assets into sub‑advised and model portfolios when appropriate.

Portfolios are managed on a discretionary basis using a mix of fundamental, technical and cyclical analysis alongside model and sub‑advised solutions from providers such as SEI and other third‑party managers; the firm conducts ongoing monitoring and periodic account reviews. Clients complete documented profiles or investment policy statements, may impose investment restrictions, and BluePrint acts as a liaison to third‑party managers while delivering custodian statements and required disclosures.

Compared with many independent, single‑advisor firms, BluePrint’s combination of an affiliated insurance business and formal ERISA 3(21) retirement plan consulting is relatively uncommon and results in additional, disclosed compensation relationships. The firm also discloses that it receives referral or ongoing fees from third‑party managers and that the principal has several outside business activities; these relationships and potential conflicts are described in the firm’s ADV and related disclosures.