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 in the Northeast and Southeast. The growth is the result of Nick Davis and Sarah Davis, AAMS, joining the Blueprint Financial Advisors network of wealth advisors, doing business as Hemlock Creek Wealth Management.
“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. “Nick and Sarah’s authentic, transparent approach to operating their wealth management firm aligns well with our vision for an all-star network of wealth advisors. We’re excited to see their practice flourish in the coming months, as our platform empowers them to focus ON their business rather than IN their business.”
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.
“The perspective Sarah and I gained from seasons and storms in our own lives – including divorce, bankruptcy, and job loss – allows us to connect with our clients on a deeper level,” says Nick Davis, Founding Partner of Hemlock Creek Wealth Management. “We want to help others prepare for and navigate the financial impacts that arise during a lifetime. Partnering with Blueprint Financial Advisors allows us to spend less time on the operational areas of our business, so that we can keep our energy focused on our clients.”
Before becoming a financial advisor, Nick Davis served in the U.S. Air Force and later worked in corporate aviation. He was a financial advisor with Edward Jones for eight years before he and Sarah Davis founded Hemlock Creek Wealth Management in 2021.
Sarah Davis has a background in physical therapy, a service profession that is similarly focused on understanding a person’s current situation, identifying an end goal, and developing a strategy to get there. In 2018, she pivoted into the world of financial services and spent nearly three years with Edward Jones.
Hemlock Creek Wealth Management’s namesake, the hemlock tree, is a symbol for the life the Davises seek to help clients build: one that’s steadfast and strongly rooted, yet willing to bend and sway as circumstances change.