Miller Wealth Partners 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 in North Carolina. The growth is the result of Melissa Miller joining the Blueprint Financial Advisors network of wealth advisors, doing business as Miller Wealth Partners, which is headquartered in Charlotte, NC.

“Melissa’s approach to financial planning begins with building relationships, which aligns well with our vision for a network of wealth managers who are focused on providing a boutique-style experience to their clients,” says Blueprint Financial Advisors President Andrea Johnson Swope. “We’re excited to see her practice grow over the coming months, as our platform empowers her to focus ON her business rather than IN her 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.

“I decided to partner with Blueprint Financial Advisors for many of the same reasons my clients choose to work with me: to manage risk, put trust in an expert, and have a coach to keep me on the path toward the future I envision,” says Miller. “I am able to get out of the weeds of day-to-day operations and turn those important practice management functions over to a team that has the appropriate skills and experience.”

Melissa founded Miller Wealth Partners in 2024. The decision to start her own firm was a culmination of 15 years of gaining experience and knowledge in various aspects of the financial advisory arena, such as personal financial planning, building relationships with clients, assisting with complex financial planning cases, and compliance.