What's New at Blueprint: Headlines

Morse Capital Partners Joins Blueprint Financial Advisors

July 1, 2026

Brent Morse and Rob Freeman have joined the Blueprint Financial Advisors network of wealth advisors, doing business as Morse Capital Partners.

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Charlotte Business Journal 2026 rankings

Blueprint Financial Advisors Ranked in Charlotte Wealth Management & Financial Planning

June 2, 2026

Blueprint Financial Advisors has been ranked #16 on the Charlotte Business Journal 2026 list of largest wealth management firms and #26 for financial planning firms in the Charlotte, NC area.

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Savvy Financial Joins Blueprint Financial Advisors

May 15, 2026

Leah Williams has joined the Blueprint Financial Advisors network of wealth advisors, doing business as Savvy Financial.

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Headline Archive

Emerald Financial Group Joins Blueprint Financial Advisors

March 22, 2026

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Expansion in 2025 Aided by Hiring of Relationship Manager Shepard Ottaway

March 4, 2026

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Data-Gathering Software for Financial Advisors Added to Blueprint Platform

February 3, 2026

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Georgia-Based Financial Planner Joins Blueprint Financial Advisors

January 5, 2026

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