Your Financial Planning Partner For Navigating Life Decisions

Retirement. Wealth management. Tax planning.

Expertise, Experience & Relationships To Support Every Aspect of Your Financial Life

We strive to demonstrate the following core principles in every interaction you have with us:

Our interests are aligned with yours
Partnership means real service, not lip service
We seek optimal solutions, not just whatever is most available or easiest to implement
Our approach is holistic, capable of supporting your complete financial life

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Investment Updates

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News & Investment Updates

From Blueprint Financial Advisors

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News

Investing In Any Market: How We Help Clients Stay on Track

April 22, 2025

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Abandoned boat surrounded by palm trees

News

The Collectively Forgotten $1.6 Trillion in Retirement Accounts

April 2, 2025

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Three white eggs alongside three brown eggs

Investment Update

Downturns May Look Similar, But Context Tells Us When To Act Different

March 31, 2025

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News

Trend Following Is the GPS of Investing

March 10, 2025

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Scrabble tiles: decide, commit, repeat

Investment Update

A Disciplined Strategy Helps Avoid Self-Inflicted Wounds

February 28, 2025

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Blueprint Financial Advisors (“Blueprint”) is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. For more information, please visit adviserinfo.sec.gov and search for our firm name. All content available on this website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. Blueprint does not represent that any opinion or projection will be realized. Neither Blueprint nor any of its advisers, officers, directors, or affiliates represents that the information presented on this website is accurate, current or complete, and such information is subject to change without notice. Past performance is not a guarantee of future results. Neither this website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.