Refined Retirement 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 in North Carolina and Pennsylvania. The growth is the result of Steve Mrozek, AIF, joining the Blueprint Financial Advisors network of wealth advisors, doing business as Refined Retirement, which has offices in Raleigh, NC, and New Castle, PA.

“Blueprint Financial Advisors is experiencing tremendous growth, but we’re able to retain our boutique-feel by being thoughtful about who we bring into our network,” says Blueprint Financial Advisors President Andrea Johnson Swope. “Steve and Refined Retirement are excellent examples. Refined Retirement’s mission is to provide sound guidance to its clients so they can enjoy amazing retirements. The proprietary Refined Retirement Review process provides confidence and clarity in the five aspects of a successful retirement strategy: investment, tax, income, healthcare, and legacy planning.”

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 enhances my business structure in a way that I believe will deliver greater value to my clients,” says Mrozek. “I am particularly excited about our aligned investment philosophy, as well as the opportunity to leverage enhanced technology, operational support, and a dedicated trading team. These solutions will allow me to spend less time on day-to-day operations so that I can focus on my work with clients.”

Mrozek’s entire career has been in financial services, around 30 years. He launched Refined Retirement in 2017.

Prior to founding Refined Retirement, Steve served in several leadership positions within financial services firms. He formed Cohort Capital Advisors in 2006 and served as President until merging the firm with American Financial Services in 2014. At American Financial Services, he was Chief Investment Officer. He began his career in Investment Analyst and Account Executive roles. These positions gave him experience in the research, selection, and monitoring of investment managers, mutual funds, and other investment vehicles. He also provided support services related to investments and financial planning.

In 2007, Steve earned his Accredited Investment Fiduciary designation. This professional certification is given to individuals who can demonstrate they have met the educational, competence, conduct, and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.

Refined Retirement represents the first Blueprint Financial Advisors office in Pennsylvania, and the Raleigh, NC, location expands the firm’s presence eastward in that state.