Ribbon Falls Wealth Management Joins Blueprint Financial Advisors

Ribbon Falls Wealth Management logo with Ribbon Falls in the background

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…

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Fee-For-Service Financial Planning Solution Added to Blueprint Platform

Advisor working on laptop and cell phone

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…

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Hiring of Samantha Large Enhances Blueprint’s Services for Advisors

Blueprint Financial Advisors Relationship Manager Samantha Large

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…

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Fulcrum Wealth Advisors Joins Blueprint Financial Advisors

Fulcrum Wealth Advisors logo with Charlotte in the background

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 North Carolina. The growth is the result of Chris Kemper and Melissa Miller joining the Blueprint Financial Advisors network of wealth advisors, doing business as Fulcrum…

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Connecticut-Based Financial Planner Joins Blueprint Financial Advisors

Brent Eugenides, Financial Advisor with 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 Connecticut. The growth is the result of Brent Eugenides, CFP joining the Blueprint Financial Advisors network of wealth advisors. “We are growing with intention so that…

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Komara Capital Partners Joins Blueprint Financial Advisors

Wealth advisor Michael Komara

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 Florida. The growth is the result of Michael Komara, ChFC, joining the Blueprint Financial Advisors network of wealth advisors, doing business as Komara Capital Partners. “We…

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Greenbeat Financial Joins Blueprint Financial Advisors

Cartoon drawing of Adam Sherer of Greenbeat Financial

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.…

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Bluegrass Capital Advisors Joins Blueprint Financial Advisors

Chicago skyline with Bluegrass Capital Advisors logo

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 Chicago, IL. The growth is the result of Larry DeYoung, joining the Blueprint Financial Advisors network of wealth advisors, doing business as Bluegrass Capital Advisors. “We…

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Blueprint Boosts Services for Financial Advisors With Pontera Partnership

Advisor working with a client

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 partnered with financial technology company Pontera to enable the firm’s advisor partners to securely and compliantly manage their clients’ held away accounts, including 401(k)s, 403(b)s, HSAs, and more. “Adding Pontera to…

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Partnership With Orion Advisor Solutions Offers Single-Sign-On

Blueprint Financial Advisors Orion tech stack resources

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 partnered with Orion Advisor Solutions, a premier provider of transformative wealthtech solutions for fiduciary advisors. Wealth advisors that partner with Blueprint Financial Advisors will have single-sign-on access to tools for custodial…

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