A complete list of active advisors currently associated with Blueprint Financial Strategies, LLC

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

BluePrint Financial Strategies is an independent state‑registered adviser that serves individuals, high‑net‑worth clients and business entities. The firm offers discretionary asset management, financial planning and consulting, and provides ERISA plan services including limited‑scope 3(21) fiduciary advice for retirement plans, as well as access to third‑party manager programs. BluePrint implements client strategies through a mix of model and custom portfolios and retains discretion to execute trades, monitor accounts and rebalance; it delivers ongoing reviews at least quarterly. The firm uses multiple platform arrangements and third‑party managers (including SEI Managed Account Solutions, American Funds models and Orion/OPS reporting) and conducts investment analysis using fundamental, technical, charting and cyclical methods while serving as a liaison to TPMs. Noteworthy for a solo, independent adviser of its size, the firm’s principal maintains an active insurance agency and receives commissions for insurance sales, a relationship the brochure identifies as a potential conflict of interest that is mitigated by disclosures and fiduciary obligations. The combination of direct pension consulting/ERISA 3(21) plan work and receipt of referral or economic benefits from certain third‑party manager relationships is uncommon among peers and distinguishes BluePrint’s service mix relative to other small independent firms.

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