What's New at Blueprint: Headlines
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.
Bluegrass Investment Company Joins Blueprint Financial Advisors
Specialized financial advisors Hunter Boyd and Allan Watts have joined Blueprint Financial Advisors, doing business as Bluegrass Investment Company in Kentucky.
