Savvy Financial 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 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 business as Emerald Financial Group.

“Partnerships with impressive, thoughtful advisors who share our values is what allowed Blueprint Financial Advisors to expand from around $200 million in 2024 to more than $1 billion in 2025. Adding advisors like Robin and her team is what will allow us to continue to grow with intention, as we retain our boutique-feel while broadening our footprint,” says Blueprint Financial Advisor President Andrea Johnson Swope. “We are able to grow quickly without private equity backing because we specialize in high-touch, high-quality service and focus on cultural fit.”

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.

“Partnering with Blueprint Financial Advisors enhances my business structure in a way that I believe will deliver greater value to my clients,” says Williams. “I can get out of the weeds of day-to-day operations and turn those important practice management functions over to a team that has the appropriate skills and experience. This frees me up to spend more time directly interacting with my clients.”

Williams specializes in tax-efficient wealth strategies for high-income individuals, solutions for business owners, and helping women who are navigating major life transitions. She began working in the financial services industry in 2015, has trained other financial advisors at a national level, and is herself an entrepreneur. This combination allows Leah to bring both technical knowledge and real-world application to every client relationship.

Savvy Financial primarily serves individuals and families in the greater Charlotte area of North Carolina.