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 presence in the Southwest U.S. The growth is the result of Jonathan Gardner Jr., CDFA®, 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 presence in Virginia. The growth is the result of Brent Morse, CFA®, and Rob Freeman, CFP®, ChFC®, joining the Blueprint Financial Advisors network of wealth advisors, doing…

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, was ranked #16 on the Charlotte Business Journal’s 2026 list of largest wealth management firms and #26 for financial planning firms in the Charlotte, NC, area, for data as of December…

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 Leah Williams, WMCP®, ChFC®, CLU®, 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 presence in North Carolina. The growth is the result of Robin Woodell, CFP®, CEPA®, and her team joining the Blueprint Financial Advisors network of wealth advisors, doing…

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 2025, which has continued into Q1’26 and is supported by the hiring of Shepard Ottaway. “Last year was marked by unprecedented growth for Blueprint Financial Advisors, 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 enhanced its platform for financial advisors by adding PreciseFP, an award-winning software solution that automates the data-gathering process and integrates with CRM and financial planning tools. Wealth advisors partnering with…

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 presence in Georgia. The growth is the result of Mike Allison joining the Blueprint Financial Advisors network of wealth advisors. “This past 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, expanded its commitment to supporting advisors by hiring Cindy Kraimer as Relationship Manager. Kraimer’s hiring enables continued rapid growth, as the firm is in the midst of transitioning additional advisors into…

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 presence in North Carolina through a new affiliation with an advisory group managing approximately $300 million in client assets. Formerly affiliated with Osaic, the group consists of…