Bluegrass Investment Company 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 Kentucky. The growth is the result of specialized financial advisors Hunter Boyd and Allan Watts joining the Blueprint Financial Advisors network of wealth advisors, doing business as Bluegrass Investment Company.

“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. “The addition of Bluegrass Investment Company enhances our ability to provide highly specialized solutions, including 401(k) plans for businesses and financial planning services for business owners. Hunter and Allan bring extensive experience in both of these areas, going a foot wide and a mile deep to serve the businesses and business owners of Kentucky.”

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.

“The emphasis on independence and flexibility was a primary reason we chose to align our firm with Blueprint Financial Advisors,” says Boyd. “We wanted to avoid the bureaucracy you often find in larger firms.”

Watts adds, “We felt a sense of mutually shared values and interests from our first interaction with Blueprint Financial Advisors. The team walks the walk when it comes to independence, treating colleagues and clients as members of the same team, and focusing on being distinctively great in a few high-impact areas rather than simply adequate in everything.”

Within Bluegrass Investment Company, Watts leads the Retirement Plans division, which specializes in 401(k) plans for businesses. Boyd heads up the Legacy Advisors division, which specializes in financial planning, exit planning, tax planning, and trustee services for business owners.

Bluegrass Investment Company represents the first Blueprint Financial Advisors office in Kentucky.