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 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 Savvy Financial.

“The continued rapid growth of Blueprint Financial Advisors is fueled by a desire to bring on impressive, thoughtful advisors who share our values. Leah is a shining example,” says Blueprint Financial Advisors President Andrea Johnson Swope. “Our firm grew 5x from 2024 to 2025, and we’re on track to continue this trajectory in 2026. We can grow quickly, and 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.