A complete list of active advisors currently associated with Blend Wealth

Warmer can help you find a great advisor at Blend Wealth or one who fits your needs even better.

Blend Wealth serves individual and high‑net‑worth clients as well as business owners and corporate plan sponsors, offering investment management, ongoing financial planning and wealth management, and retirement plan consulting. The firm is fee‑only, registered with the state of Indiana, and provides discretionary portfolio management alongside ongoing planning as part of its wealth management engagements. The firm applies a Modern Portfolio Theory framework and primarily uses passive investment management, constructing diversified asset‑class exposures with low‑cost index mutual funds and ETFs and emphasizing long‑term asset allocation. Blend Wealth routinely accepts discretionary authority, monitors held‑away and custodied accounts as part of its advice, and includes those held‑away assets when calculating advisory fees. Blend Wealth is affiliated with an accounting firm under common ownership and discloses that clients may elect the affiliate for tax, bookkeeping, payroll, fractional CFO, and business valuation services, a relationship the brochure identifies as a potential conflict of interest and for which the firm documents disclosures and client choice. The advisory team includes multiple CFP professionals, a CPA, and credentialing for digital asset advising, and the firm’s most recent Brochure notes operational changes including the removal of limited‑scope planning and educational seminars and the addition of an additional qualified custodian.

To learn more about the advisors currently working at Blend Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.