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

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

Blueprint Partners serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing ongoing portfolio management, financial planning, and pension consulting. The firm also selects and allocates client assets to third-party managers through the Envestnet managed-account platform and advises on mutual funds, equities, ETFs, fixed income, non-U.S. securities and insurance products including annuities. The firm’s investment approach relies on fundamental analysis and modern portfolio theory, emphasizes long-term trading, and documents objectives and risk tolerance in an Investment Policy Statement for each client. Blueprint conducts periodic reviews (at least annually for sampled accounts), provides quarterly reporting through custodians, and may refer portions of client portfolios to independent managers while monitoring those relationships. Blueprint’s business profile is notable in two respects: it reported $292,909,441 in non-discretionary assets and $0 in discretionary assets as of January 2026, a staffing and AUM mix that is uncommon among peers and indicates clients generally retain trade authority. The firm’s owners and some representatives are licensed insurance agents and the brochure discloses they may offer commissionable insurance products, a relationship the firm notes as a potential conflict of interest and addresses in its disclosures.

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