Georgia-Based Financial Planner Joins Blueprint Financial Advisors

Blueprint Financial Advisors, a wealth management firm that empowers financial advisors to focus on growing their business and serving clients rather than day-to-day operations, has strategically expanded its presence in Georgia. The growth is the result of Mike Allison joining the Blueprint Financial Advisors network of wealth advisors.

“This past year has been one of significant growth for Blueprint Financial Advisors, yet we have been able to retain our boutique-feel by being intentional about our partnerships,” says Blueprint Financial Advisors President Andrea Johnson Swope. “Mike’s sophisticated approach to wealth management, philosophy for practice management, and expertise in the area of financial planning is a good match with our vision for an all-star network of wealth advisors. Our team is excited to see Mike’s practice grow over the coming months, as our platform empowers him to focus ON his business rather than IN his business.”

Advisors who join Blueprint Financial Advisors gain access to comprehensive wealth management solutions in the areas of practice management, technology, in-house back-office capabilities, and customized asset management. This allows entrepreneurial advisors to focus their time on serving clients and nurturing prospects.

“Partnering with Blueprint Financial Advisors allows me to increase the efficiency of day-to-day operations and turn those important practice management functions over to a team that has the appropriate skills and expertise,” says Allison. “The relationship also allows me to tap into the trend-following prowess of Blueprint Investment Partners, an affiliated institutional investment manager. This investment overlay emphasizes risk management, which is a chief consideration for me as I work with individuals and families on their financial plans.”

Allison is a seasoned financial planner with a passion for helping individuals and businesses achieve their financial goals. He began working in the financial industry in 2006. Prior to joining Blueprint Financial Advisors, Allison held key roles at well-known financial institutions. These experiences allowed him to hone his skill in portfolio management, risk assessment, and investment planning. He also built a reputation for delivering personalized financial advice and comprehensive financial plans, as he guided clients through various market conditions and ensured their financial concerns aligned with their unique objectives.

Allison is based in Savannah, Georgia.