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, experienced significant growth in 2024, which was aided by the hiring of Relationship Manager Melissa Murtorff. “Last year was one of substantial growth at Blueprint Financial Advisors, with a growing number…

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, experienced significant growth in 2024, which was aided by the hiring of Relationship Manager Justin Edmisten. “Our commitment to finding optimal and sustainable solutions to the challenges faced by wealth 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 Florida. The growth is the result of David Rogers, CFP, joining the Blueprint Financial Advisors network of wealth advisors. “This year has been one of…

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 and Pennsylvania. The growth is the result of Steve Mrozek, AIF, joining the Blueprint Financial Advisors network of wealth advisors, doing business as…

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,…

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,…

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 enhanced its platform for financial advisors by launching Blueprint Insurance Services, an insurance affiliate. Blueprint Insurance Services will allow wealth advisors that partner with Blueprint Financial Advisors to seamlessly integrate insurance…

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 the Southwest U.S. The growth is the result of David Wentland, CFP, CEPA, joining the Blueprint Financial Advisors network of wealth advisors, doing business as Ribbon…

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 enhanced its platform for financial advisors by adding AdvicePay, an industry-leading billing and payment solution for fee-for-service financial planning. Wealth advisors that partner with Blueprint Financial Advisors will be able…

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, expanded its commitment to supporting advisors by hiring Samantha Large as Relationship Manager. Large’s entire career has been in financial services, and she has a demonstrated track record of operational leadership and…