Plan to Invest Capital Management 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 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 to Invest Capital Management in Denver, CO.

“Our firm is in the midst of significant organic expansion, and this is fully contingent upon connecting with impressive, thoughtful financial advisors like John,” says Blueprint Financial Advisors President Andrea Swope. “We can grow quickly, and without private equity backing, because of this partnership approach. We seek to elevate our partnering advisors more than ourselves, and we help them get out of the weeds in terms of managing their practice day to day.”

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.

“The partnership I’ve found with Blueprint Financial Advisors feels symbiotic,” says Panter. “Our interests are aligned, the relationship flows both ways, and when I face any challenges in serving my clients, the broader team is in my corner to identify solutions and answers. I can spend less time on day-to-day operations and turn those important practice management functions over to a team that has the appropriate skills and experience. This gives me new capacity to spend time directly with my clients.”

Plan to Invest Capital Management is an independent financial planning and wealth management firm, primarily focused in Colorado. When Panter founded the firm, it was a new expression of a lifelong commitment to serving others. In the early 1980s, Panter became a mental health professional, which instilled in him a belief that there are two primary pain points in life: physical and financial well-being. He opted to shift gears during the mid-1990s and provide service to others as a financial advisor. During market downturns, Panter witnessed the negative impact emotional decision-making could have on a person’s financial security. This observation contributed to an “ah-ha” moment, when Panter realized his mental health and financial knowledge could work in concert to impact people’s lives and futures. He began applying a new approach to his work with individuals and families, one that explores all domains of their personal finance: values, fears, family dynamics, deeply felt desires, and more. He continues to apply this process when working with clients today.