Fee Only
Financial Planning
Located in Portland
Holistic (hō-lĭs′tĭk) adjective: Emphasizing the importance of the whole and the interdependence of its parts.
We are an independent, fee-only financial planning firm located in NE Portland. We specialize in helping busy professionals & small business owners, as well as clients at or near retirement. Whoever you are and wherever you go, we know that true freedom is the ability to set the course of your own life. Let us help define & design your own blueprint.
Blueprint Financial Advisors is a Registered Investment Advisor, licensed in Oregon and Washington. Prior to doing business in any other jurisdiction, the firm will ensure all licensing requirements or exemptions from licensing are met.
Registered Investment Advisor
Why Choose Us
Let's plan your financial path.
Independent
Everything revolves around our client's goals, wants, and needs. No outside influence.
Fiduciary
Putting our client's best interests FIRST at all times. Seriously.
Holistic
We review your entire financial picture, not just your investable assets.
Planning always comes first.
Fee-Only
An open, honest, and transparent relationship is the key to success.
No Account Minimum
Great advice shouldn’t have a barrier to entry. Our #1 priority is our clients.
Being Kind is Cool
We work with clients that we like. It makes the planning work a lot more fun.
About Us
Client-First Philosophy
We are a “clients-first” firm. That means we put our clients and their needs first. We don’t talk about investment options until we understand your entire financial picture. Other advisors might automatically push products that will make them money, but our approach is different. We want to know you first to make sure we provide the help and guidance that you need. Then we work with you to help build a financial plan that fits your unique needs and supports your personal goals while keeping your fees low and maintaining transparency in pricing.
Partners
Our strategic alliances.
Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to http://adviserinfo.sec.gov.
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