Greenbeat Financial 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 offices into Connecticut. The growth is the result of Adam Scherer, MS, CFP, EA, joining the Blueprint Financial Advisors network of wealth advisors, doing business as Greenbeat Financial.

“We are growing with intention so that we retain our boutique-feel while broadening our footprint throughout the U.S.,” says Blueprint Financial Advisors President Andrea Johnson Swope. “The addition of Greenbeat Financial enhances our ability to serve clients, as Greenbeat Financial uses a forward-thinking, true risk-management approach to planning that is consistently reviewed as a client’s circumstances change. Additionally, the firm’s founder, Adam, brings extensive experience and uses a methodical approach to financial planning.”

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 chose Blueprint Financial Advisors as the home for Greenbeat Financial due to its emphasis on independence and flexibility, and because Blueprint is free of the limitations and bureaucracies you find in many larger firms,” says Scherer. “From our first interaction, I felt a sense of mutually shared interests, which is corroborated by Blueprint’s 100% employee-owned structure.”

Greenbeat Financial specializes in supporting families throughout their earning years and into retirement. As its founder, Scherer:

• Has extensive applied experience in financial planning
• Educates aspiring Certified Financial Planners at the Boston Institute of Finance
• Is a resource for the financial media, including Business Insider, Forbes, and AARP, in discussing financial planning matters

Greenbeat Financial is the first Blueprint Financial Advisors office in Connecticut, as well as the first advisor to exclusively focus on financial planning.