Business Details
42 Years
experience
Your Trusted Partner for Financial Planning Solutions
Founded in 1984, Blueprint Financial is an independent investment and financial planning firm built on sound ethics, accountability, and deep integrity. We operate free from conflicts of interest, unaffiliated with any investment company or products, allowing us to guide clients toward their financial goals with critical security. Our team prioritizes personalized service, utilizing both fundamental and technical analysis to deliver tailored strategies. With decades of combined experience, we focus on disciplined investment management and long-term financial planning. Our fiduciary standard ensures clients' interests always come first, adhering to strict ethical and professional guidelines.We specialize in retirement planning, portfolio management, and client education, maintaining transparent communication and trust. Our mission involves understanding clients' unique needs, values, and aspirations to create actionable financial blueprints. Offices in Connecticut, Florida, and Virginia serve clients nationwide, supported by custodians like Fidelity and Schwab. We emphasize client education through workshops, public speaking, and regular market commentary. Our commitment to excellence has earned us a reputation as a trusted partner in achieving financial objectives.
Services
Investment Management
Retirement Planning
Financial Planning
Portfolio Analysis
Client Consultations
Details
- Year established: 1984
Highlights and features
- We offer 40+ years of independent financial advisory experience since 1984
- Our fiduciary standard ensures decisions are always made in clients' best interests
- Personalized financial blueprints tailored to individual goals and values
- Free initial consultations to ensure alignment before engagement
- Team of certified professionals with specialized expertise in retirement planning
Associations and certifications
- Certified Financial Fiduciary
- Spire Wealth Management, LLC
Services
Investment Management
Our investment management services utilize fundamental and technical analysis to create diversified portfolios aligned with clients' risk tolerance and financial goals. We focus on long-term growth through disciplined strategies, avoiding short-term market impulses. Our team continuously monitors and adjusts investments to maintain alignment with evolving objectives.
Retirement Planning
Specialized retirement planning services help clients transition smoothly into their post-career years. We analyze current assets, project future needs, and develop tax-efficient withdrawal strategies. Our approach considers Social Security optimization, healthcare costs, and estate planning considerations to ensure financial security in retirement.
Financial Planning
Comprehensive financial planning covers all aspects of personal finance, including budgeting, debt management, education funding, and major life events. We create customized roadmaps that integrate investment strategies with insurance needs and tax planning to achieve long-term objectives while maintaining flexibility for life changes.
Portfolio Analysis
Our portfolio analysis service evaluates existing investment holdings for diversification, risk exposure, and performance relative to benchmarks. We provide actionable recommendations for improvement while considering clients' unique circumstances and financial goals through detailed risk assessment and asset allocation reviews.
Client Consultations
Free initial consultations help determine if our services align with clients' needs. These sessions cover investment philosophy, planning approaches, and service models. Follow-up discovery meetings delve deeper into personal financial situations to create tailored strategies that address specific goals and concerns.
People
Richard Eller
Founder & President
Certified Financial Fiduciary with 40+ years of experience in investment banking and private wealth management. Hosts retirement workshops and provides fiduciary advisory services focused on ethical financial planning.
Gabriella Borges
Director, Client Support Services
Former Wells Fargo and Morgan Stanley professional with expertise in client relationship management. Focuses on new client onboarding and financial education initiatives while maintaining operational excellence.
Kwan Laepet
Investment Research Analyst
Series 65 licensed analyst conducting fundamental and technical research for portfolio development. Specializes in asset allocation and financial software evaluation while pursuing CPA certification.
Sladana Bukalov
Director of Client Services
20+ years financial services veteran managing client operations and service delivery. Focuses on building trust through personalized client interactions and ensuring seamless service execution across all client touchpoints.
Ben Eller
Research Associate
Graduate of Susquehanna University and Penn State with expertise in portfolio research and process optimization. Brings innovative approaches to client service while supporting comprehensive investment analysis.
Questions
What services does Blueprint Financial Group offer?
We provide investment management, retirement planning, financial planning, portfolio analysis, and fiduciary advisory services tailored to individual client needs.
How does Blueprint Financial Group work with clients?
We begin with free consultations to assess compatibility, followed by discovery meetings to create personalized financial blueprints aligned with clients' goals.
Are there any account minimums or fees?
Account requirements vary based on custodians like Fidelity or Schwab. Fee structures are transparently discussed during initial consultations.
In which states does Blueprint Financial Group operate?
We serve clients nationwide with physical offices in Connecticut, Florida, and Virginia.
What credentials does the team hold?
Our team includes Certified Financial Fiduciaries, Series 65 license holders, and professionals with advanced degrees in finance and accounting.
