A complete list of active advisors currently associated with Parady Wealth Management

Warmer can help you find a great advisor at Parady Wealth Management or one who fits your needs even better.

Parady Wealth Management (BluePrint Wealth Management, LLC d/b/a Parady) provides discretionary investment management and selects model portfolios for individuals, high‑net‑worth clients, and charitable organizations. The firm delivers portfolio management primarily through model allocations and by recommending or engaging sub‑advisers rather than offering a broad menu of standalone planning products. The firm’s investment process is driven by client risk‑profile questionnaires and allocation among model portfolios managed by a sub‑adviser, with Parady retaining discretionary authority to rebalance portfolios and hire or replace sub‑advisers. Parady generally does not perform quantitative or qualitative analysis of individual securities when using those models, and the brochure does not describe standalone financial planning services as part of its core offering. Parady is notable for an unusually high client load per advisor (roughly 250 clients per advisor), its integration with affiliated insurance and accounting businesses (including Parady Financial Group, Parady Tax Solutions, and Kathleen Laseter CPA, LLC), and its corporate ownership as an indirect wholly‑owned subsidiary of Brown & Brown, Inc. The firm also relies on a named sub‑adviser/third‑party platform for back‑office, trading, and model management, which creates cross‑business relationships that differ from many peers.

To learn more about the advisors currently working at Parady Wealth Management, 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.