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 model-portfolio selection primarily for individual and high net worth clients, as well as charitable organizations. Its services include portfolio management, selection of sub-advisers, and retirement rollover analysis for both taxable and tax-advantaged accounts. The firm gathers client information and risk-profile questionnaires to set investment parameters and generally implements strategies by allocating assets to model portfolios managed by the sub-adviser CreativeOne, with periodic rebalancing and custody through institutional custodians. That model-driven, sub-advised approach supports a largely discretionary service model and is delivered under an asset-based advisory billing structure common to firms in this category. Parady is notable for a high client-to-advisor ratio (about 1,261 clients across four advisors), which appears to be supported by its use of model portfolios and CreativeOne’s back-office platform. It is also affiliated with an insurance agency and multiple accounting/tax entities (Parady Financial Group, Parady Tax Solutions, and Kathleen Laseter CPA), and many representatives are licensed insurance agents and CPAs offering insurance and tax services in separate capacities—arrangements the firm discloses as creating additional revenue streams and potential conflicts of interest following a recent ownership consolidation under Parady Legacy Holdco LLC.

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.