Blueprint Financial Advisors

About Blueprint Financial Advisors

<p>Planning work comes first at this fee-only Registered Investment Advisor, which does not take on investment management until a financial planning process is completed. Blueprint Financial Advisors works with busy professionals, small business owners, and people nearing or in retirement.</p> <p>With a headquarters in Charlotte in the Carolinas and additional offices in Cleveland and Portland, the firm supports clients across several major metro areas. Blueprint runs a client-first practice and acts as a fiduciary, with transparent, fee-only pricing and no account minimums.</p> <p>Services cover day-to-day planning and long-term retirement goals, with financial planning and investment management tied together in the firm’s asset management pricing. Blueprint also handles fiduciary audit and compliance support for retirement plan needs and can coordinate planning alongside a client’s existing CPA, attorney, or other outside professionals.</p> <p>A practical differentiator is the firm’s structure: it is not a brokerage company or bank, and clients are not asked to replace their current professional team. Blueprint is licensed in Oregon and Washington.</p> <ul> <li>Fee-only RIA financial planning and investment management</li> <li>Retirement planning and estate planning coordination</li> <li>Fiduciary audit and compliance services</li> <li>Works with clients in the Charlotte, Cleveland, and Portland metro areas</li> <li>Client-first fiduciary advice with no account minimums</li> </ul>

Website: https://www.blueprint-fc.com/