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 continued to experience significant growth in 2026, which has been aided by the hiring of Relationship Manager Ella Boukedes. “Our firm is in the midst of significant organic expansion, and…

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 John Panter, M.S., joining the Blueprint Financial Advisors network of wealth advisors, doing business as Plan…

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 highlighted by the BrandBuilders Podcast. The interview with President Andrea Swope shines a spotlight on how the firm organically grew from one partnering financial advisor in 2021 to a national…

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…