Emerald Financial Group 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. The growth is the result of Robin Woodell, CFP®, CEPA®, and her team joining the Blueprint Financial Advisors network of wealth advisors, doing business as Emerald Financial Group.

“Partnerships with impressive, thoughtful advisors who share our values is what allowed Blueprint Financial Advisors to expand from around $200 million in 2024 to more than $1 billion in 2025. Adding advisors like Robin and her team is what will allow us to continue to grow with intention, as we retain our boutique-feel while broadening our footprint,” says Blueprint Financial Advisor 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 join 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.

“I was drawn to a partnership with Blueprint Financial Advisors because of the firm’s ability to provide more individualized, clear-cut solutions for my clients and excellent services for our team,” says Woodell. “Blueprint Financial Advisors shares our vision in no one-size-fit-all approach and supports us by providing independence, flexibility, and creativity in what we can bring to our clients.”

Emerald Financial Group is an independent financial planning and wealth management firm, primarily focused in greater Charlotte, NC. The firm works with high-net-worth individuals to assist with financial planning and creative financial tax strategy needs, as well as with business owners to address wealth and value gaps. Woodell is supported by an internal team of six professionals.