Blueprint Financial Advisors

Last year was marked by unprecedented growth for Blueprint Financial Advisors, which we are continuing to experience in the first quarter of 2025. Since our model for serving #financialadvisors who join our network is white glove, we depend on high-achieving Relationship Managers like Dynesha Moore. She works alongside our advisors to ensure the core principles of Blueprint Financial Advisors are demonstrated in every interaction an advisor – and ultimately the advisors’ clients – have with our team. https://hubs.ly/Q039fmYm0

Great opportunity for a highly independent, self-motivated, and licensed professional who is excited about the opportunity to own their future.

Given our high-touch service model, our 2024 growth simply would not have been possible without hiring high-performing Relationship Managers like Melissa Murtorff. https://hubs.li/Q0368CXh0

Our commitment to finding optimal and sustainable solutions to the challenges faced by wealth advisors led to unprecedented growth last year. Hiring high-achieving Relationship Managers like Justin Edmisten is a key component of our service model. Justin works alongside our advisors to ensure the core principles of Blueprint Financial Advisors are demonstrated in every interaction an advisor – and ultimately the advisor’s clients – have with our team. https://hubs.li/Q033J-Hk0

We’ve experienced significant growth this year. But we’re most proud of how we’ve been able to retain our boutique-feel by being intentional about our partnerships. Case in point: the addition of David Rogers, a Florida-based advisor. David’s sophisticated approach to wealth advising, philosophy for practice management, and expertise in the area of #financialplanning is a good match with our vision for an all-star network of wealth advisors. Our team is excited to see David’s practice grow over the coming months, as our platform empowers him to focus ON his business rather than IN his business. https://hubs.li/Q030fvBz0

Welcome to the Blueprint Financial Advisors network, Steven Mrozek, AIF? and Refined Retirement! Refined Retirement’s Raleigh, NC, office will strategically expand our footprint in the Tar Heel State. (We mention that state nickname with apologies to Steve, whose allegiances are firmly with the NC State Wolfpack when it comes to the Tobacco Road college sports rivalry. ?????) The firm’s additional location in New Castle, PA, will represent Blueprint Financial Advisors’ first office in the Keystone State. https://hubs.li/Q02Z9SxQ0

Earlier this year, we strategically expanded our footprint in North Carolina by adding Melissa Miller to our network of #financialadvisors. Melissa is is doing business as Miller Wealth Partners and headquartered in #CharlotteNC. We’re excited to see Melissa’s practice expand over the coming months, as our platform empowers her to focus on growing the practice and serving clients rather than day-to-day operations. https://hubs.li/Q02TrTlK0

Welcome to the Blueprint Financial Advisors network, Nick Davis and Sarah Davis! The addition of their firm, Hemlock Creek Wealth Management, will strategically expand our footprint into the Northeast and Southeast. https://hubs.li/Q02HVGc50?

We’ve enhanced our platform for #financialadvisors by launching Blueprint Insurance Services, an insurance affiliate. Blueprint Insurance Services will allow #wealthadvisors that partner with Blueprint Financial Advisors to seamlessly integrate insurance solutions into their service offering. More information about the opportunities this creates for our partnering advisors is available via the link below. https://hubs.li/Q02Hrt-s0

To better support #financialadvisors in our network with efficient, compliant, and secure billing for their #financialplanning businesses, we’ve enhanced our platform by adding AdvicePay. AdvicePay is an industry-leading billing and payment solution for fee-for-service planning. https://hubs.li/Q02rQYtK0