What's New at Blueprint: Headlines
Midtown Financial Advisors Joins Blueprint Financial Advisors
Eight financial advisors from a $300 million advisory group formerly affiliated with Osaic have joined the Blueprint Financial Advisors network of wealth advisors, doing business as Midtown Financial Advisors.
CityWire RIA Highlights Organic Growth
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).
Navigen Wealth Management Joins Blueprint Financial Advisors
Brad Nagel, CTFA, and Brian Versey, CTFA, have joined the Blueprint Financial Advisors network of wealth advisors, doing business as Navigen Wealth Management.
