Blueprint Financial Advisors, LLC

The firm provides fee-only financial planning and investment advisory services to individuals, families, businesses and non-profits, offering modular consultations as well as a comprehensive planning engagement. Services include holistic financial planning topics (retirement, estate, tax-aware asset location, cash flow, business planning and divorce planning) and discretionary portfolio management for clients who engage in planning.

Blueprint’s investment approach emphasizes low-cost, broadly diversified index mutual funds and ETFs, combined with long-term, asset-allocation-driven portfolio design and Monte Carlo analysis to illustrate outcomes. The adviser also documents client goals and risk tolerance, addresses behavioral factors (“financial personality”), provides customizable spreadsheets for client use, and generally requires a comprehensive plan review before providing ongoing investment management.

What is distinctive about the firm is the adviser’s active commercial real-estate experience and the explicit inclusion of non-traded real estate options—such as private placements and Delaware Statutory Trusts/UPREIT-type offerings—in the menu of investable solutions, with separate AUA arrangements for those investments. The sole adviser holds a non-variable insurance license and performs a small amount of insurance work (with disclosures), and the firm offers a planning/management bundle that can offset planning work if the client engages the adviser for ongoing asset management.