A complete list of active advisors currently associated with Blueprint Investing LLC

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

BluePrint Investing LLC provides discretionary investment and wealth management to individuals, high‑net‑worth clients, trusts, estates, and certain retirement plan participants. Services center on portfolio construction and ongoing management using index and passively managed funds, ETFs, mutual funds, equities, and, for eligible clients, non‑discretionary recommendations of private funds. The firm follows a long‑term, asset‑allocation focused approach that emphasizes broad diversification and predominantly passive strategies, with limited trading except for tax or rebalancing considerations. BluePrint may engage and oversee sub‑advisers for portions of client assets and generally provides financial planning only as part of its investment management relationships rather than as a standalone service. Compared with peers, BluePrint is notable for managing roughly $436 million for a small client base, producing an unusually high level of assets per client for a compact advisory team. The firm requires custody at the institutional custodians it recommends (Schwab or Fidelity), does not accept directed brokerage, and may accommodate client‑imposed investment restrictions or waive account minimums in select cases.

To learn more about the advisors currently working at Blueprint Investing 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.