What's New at Blueprint: Headlines

CityWire RIA Highlights Organic Growth

June 18, 2025

Blueprint Financial Advisors was founded in 2022, currently manages about $505 million, and projects to grow to around $1.5 billion by mid-2026. Thus far in 2025, Blueprint Financial Advisors has expanded into Green Bay, WI (Navigen Wealth Management), Lexington, KY (Bluegrass Investment Company), and Asheville, NC (Warren Wealth Management).

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Bluegrass Investment Company Joins Blueprint Financial Advisors

May 22, 2025

Specialized financial advisors Hunter Boyd and Allan Watts have joined Blueprint Financial Advisors, doing business as Bluegrass Investment Company in Kentucky.

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Warren Wealth Management Joins Blueprint Financial Advisors

April 7, 2025

Eric Warren has joined the Blueprint Financial Advisors network of wealth advisors, doing business as Warren Wealth Management.

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Headline Archive

2024 & 2025 Growth Aided By Addition of Relationship Manager Bettina Zimei

March 25, 2025

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Growth in 2024 Supported By Addition of Relationship Manager Dynesha Moore

March 3, 2025

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Expansion in 2024 Aided by Hiring of Relationship Manager Melissa Murtorff

February 8, 2025

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2024 Growth Supported By Addition of Relationship Manager Justin Edmisten

January 14, 2025

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Blueprint Financial Advisors (“Blueprint”) is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. For more information, please visit adviserinfo.sec.gov and search for our firm name. All content available on this website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. Blueprint does not represent that any opinion or projection will be realized. Neither Blueprint nor any of its advisers, officers, directors, or affiliates represents that the information presented on this website is accurate, current or complete, and such information is subject to change without notice. Past performance is not a guarantee of future results. Neither this website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.