Financial Planning

We offer custom financial plans tailored to your needs.  No two plans are alike. Our firm is focused on holistic, advice-driven financial  planning. We are here to help whether you have one simple question or a complicated one.

Asset Management

We adhere to a passive investment strategy using low cost, tax efficient ETF’s and index funds. We also offer socially responsible investing options and can customize portfolios to meet your own specific investment ethos.

How we’re different

Compensated through subscription-based or hourly fees. No account minimums. No high pressure sales or conflicts of interest.  Our only  interest is in educating our clients, giving great advice & creating holistic financial plans.

About

Hey, thanks for scrolling down! I’m Ted Guerin, Blueprint is my company. My mantra in life is “learn how the machine works” and I’ve spent over 10 years in various roles (management, sales, product rollout training, and running my own RIA) figuring it out. Blueprint is the culmination of my knowledge and expertise in financial planning, asset management, alternative investments, and estate planning.

I moved to Portland in 2004, after graduating from the University of Oregon, to pursue a career in finance and have been here ever since. Beyond work and family, the community is a very important part of my life, I have volunteered with many organizations throughout the city, including Minds Matter of Portland, Portland Art Museum, Make a Wish Foundation, & Lundquist College of Business Alumni Club. I now live (and work) in Grant Park with my wife, 4-year-old twin girls and our cat.

I do things a little differently at Blueprint, most financial firms offer “free” advice in order to sell products that may or may not be suitable, we don’t sell products. As a Fee-Only firm I charge for my time and advice, you are free to implement that plan wherever you like, on your own terms. I have an ardent interest in behavioral economics. Money is emotional, it is personal, my ethos is centered on a holistic planning  to help identify and achieve your most important personal and financial goals. This is done effectively by really getting to know what keeps my clients up at night, gets them up in the morning, and learn where they want to go and why. At the end of the day, my goal is to increase my clients happiness, decrease their worry, and improve their financial picture, and I’ll keep working until those goals are met.

Every client is unique. Every experience is different. We

customize our advice for your specific financial situation.

Financial Planning Business Consultant Wheel Infographic

As financial professionals we receive rigorous training, continuing education, and are up-to-date on current legislation and trends that may effect our client’s financial lives. We strive to be ahead of curve in terms of technology, transparency, and the value we can offer our clients.

We believe that everyone, rich or not so rich, deserves great financial advice.  Our advice is never one-size-fits-all, it is always bespoke. As fiduciaries you can be confident that we’ll put YOUR BEST INTERESTS FIRST and that you will get the best experience we have to offer. Access my online calendar to schedule a 30-minute, no-cost, no-obligation telephone call. During the call, we’ll discuss your financial objectives and mutually determine if your needs are a fit for the services we provide. You can also text, call, email, or send me a Facebook message.