BLUEPRINT FINANCIAL STRATEGIES, LLC

Overview

Blueprint Financial Strategies, LLC operates as an independent registered investment adviser focused on serving individual and family clients. The firm runs a fee model that includes a percentage-of-AUM component, hourly billing and other fee arrangements, and provides a mix of financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and manager selection services. Blueprint identifies as a capital allocator, which reflects a willingness to place client capital with third‑party managers where appropriate. Investment activity emphasizes pooled public funds—primarily mutual funds—rather than concentrated single‑stock strategies. Blueprint does not describe itself as an active ESG investor and is not positioned as a multi‑state adviser. The firm also holds an affiliation with the insurance industry, which can influence product sourcing and planning solutions for clients who need insurance integration alongside investment management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices