Blueprint Retirement Advisors LLC

The firm serves businesses and corporations, retirement plan sponsors (including small pension and profit‑sharing plans), charities, and individual investors, including some high‑net‑worth clients. It offers manager selection and ongoing monitoring services, standalone financial planning, and periodic educational seminars, while third‑party money managers execute and manage client portfolios.

The firm’s investment approach emphasizes strategic asset allocation across stocks, bonds and cash and relies on mutual funds and ETFs (frequently using Dimensional Fund Advisors products) consistent with Modern Portfolio Theory to build diversified, low‑turnover portfolios. Rather than directly managing securities, the adviser recommends and monitors external money managers, conducts annual portfolio reviews, and generally operates in a non‑discretionary, oversight capacity.

Noteworthy differences from many peers include its predominantly non‑discretionary, referral‑based business model in which money managers collect client fees and remit a portion to the firm, an arrangement that is uncommon among independent advisers. The firm also maintains an active insurance practice selling non‑variable insurance products for commission and explicitly works with retirement plan sponsors—both features that are relatively rare for firms in this category.