A complete list of active advisors currently associated with Blueprint Investments and Tax Planning

Warmer can help you find a great advisor at Blueprint Investments and Tax Planning or one who fits your needs even better.

BluePrint Investments and Tax Planning is a state-registered independent adviser that works with individuals, small businesses, trusts and charities, offering discretionary model portfolio management and both comprehensive and hourly financial planning. The firm’s financial planning explicitly includes tax and cash-flow analysis as part of its recommendations. Investment management is delivered through model asset-allocation portfolios that map to objectives ranging from capital preservation to aggressive growth and are supervised based on client risk tolerance, time horizon and tax considerations. The firm describes a top-down process using quantitative and qualitative analysis, with security selection informed by fundamental and technical factors and, when appropriate, the use of options, leveraged/inverse ETPs and other specialized instruments. Distinctive features include a high client load for a solo adviser—managing roughly 200+ client relationships and about $24.1 million in discretionary assets—and the firm’s integration of tax planning into its advisory services. The brochure also discloses an affiliation with an accounting firm and alternative compensation arrangements (including performance-based fees for qualified clients and referral fees from Independent RIAs), which the firm identifies and describes as potential conflicts of interest.

To learn more about the advisors currently working at Blueprint Investments and Tax Planning, 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.