Fulcrum Wealth Advisors 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 offices into North Carolina. The growth is the result of Chris Kemper and Melissa Miller joining the Blueprint Financial Advisors network of wealth advisors, doing business as Fulcrum Wealth Advisors.

“Fulcrum Wealth Advisors has grown to over a $50-million advisory practice because of their personal commitment to ‘serve first…always,’” says Blueprint Financial Advisors President Andrea Johnson Swope. “This philosophy aligns well with our vision for a service-minded network of wealth advisors. Moreover, Chris and Melissa’s intellectual capital, imaginative approach to operating an advisory practice, skill in tackling intricate financial planning challenges, and ability to add value for their clients sets them apart.”

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.

“We were impressed with Blueprint Financial Advisors’ heavy investment in technology, efficient client service tools, and expertise in supporting financial advisory practices,” says Kemper, President of Fulcrum Wealth Advisors. “We are excited to have a partner who, like us, is committed to providing unparalleled service. Both Fulcrum and Blueprint believe clients come first – always. We have felt this in how Blueprint Financial Advisors serves our firm, and in how they help us serve our clients.”

Fulcrum Wealth Advisors takes a holistic approach and is capable of supporting the complete financial lives of their clients. The firm’s areas of expertise include financial planning, business planning, estate and legacy planning, wealth management, and college planning.

Kemper has more than 20 years of financial services experience. His specialties include a certification as a college planning specialist and a license in life, health, and long-term care. He’s a native of North Carolina and volunteers more than 200 hours a year to organizations within his local community.

Miller joined Fulcrum Wealth Advisors in 2013 and has been involved in the financial services industry for nearly 15 years. Her specialties include a license in life, health, and long-term care insurance.

Fulcrum Wealth Advisors is the first Blueprint Financial Advisors office in North Carolina.