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 offices into Chicago, IL. The growth is the result of Larry DeYoung, joining the Blueprint Financial Advisors network of wealth advisors, doing business as Bluegrass Capital Advisors.
“We are growing with intention so that we retain our boutique-feel while broadening our footprint throughout the U.S.,” says Blueprint Financial Advisors President Andrea Johnson Swope. “Larry has more than 40 years of experience providing investment management to his clients, who he also calls friends – and he’s a pillar in his local community. He is a shining example of a wealth advisor who’s well-suited for the Blueprint Financial Advisors network because of his authenticity, as well as his consistent and thoughtful process to asset management.”
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.
“In my nearly 50 years of financial services experience, I’ve found that the most successful partnerships are ones built on trust and authenticity. And yet, while ‘trust and authenticity’ is a phrase that’s constantly thrown around, it’s less frequent to find firms that actually practice it consistently,” says DeYoung. “Blueprint Financial Advisors was a natural home for Bluegrass Capital Partners because they regularly demonstrate that they understand that our shared legacy depends on relationship and reputation.”
DeYoung has focused on working with high net worth individuals, supporting family businesses, and retirement planning for almost 50 years. He has extensive experience using separately managed accounts, mutual funds, and annuities in support of investors’ financial goals. He attributes his success to making himself available to clients 24/7, as well as treating their investments as if they were his own.
Bluegrass Capital Advisors is the first Blueprint Financial Advisors office in the Chicago area.