Midtown Financial 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 presence in North Carolina through a new affiliation with an advisory group managing approximately $300 million in client assets. Formerly affiliated with Osaic, the group consists of eight advisors who have joined the Blueprint Financial Advisors network of wealth advisors, operating under the name as Midtown Financial Advisors.

“Partnerships with impressive, thoughtful advisors who share our values, like those at Midtown Financial Advisors, are what’s putting Blueprint Financial Advisors on the path to tripling assets under management within 12 months,” says Blueprint Financial Advisors President Andrea Johnson Swope. “We are able to grow quickly without private equity backing because we specialize in high-touch, high-quality service and focus on cultural fit.”

Advisors who affiliate with 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.

“Midtown’s association with Blueprint Financial Advisors gives our team access to industry-leading investment solutions, advanced technology, and operational support that will allow us to provide a more agile and customized experience for our clients,” says Managing Partner Brad Smith. “Moreover, I’m feeling re-energized by the ability to spend more of my time serving clients and growing the business. It’s a new level of capacity made available to us because we have the Blueprint Financial Advisors team handling our day-to-day and back-office operations. Given the diversity of our team – advisors just starting their careers to advisors readying for retirement – it’s remarkable that Blueprint Financial Advisors can serve all of us so well.”

Midtown Financial Advisors is based in Greensboro, NC. In addition to Smith, seven other financial advisors at Midtown Financial Advisors transitioned away from Osaic:

• Lori Haddock
• Jeff Phillips
• Ashby Cook
• Dwain Gullion
• Graham Jones
• Shepherd Ottaway
• Richard Westover