We designed Strategic Blueprint to provide you with a personalized and streamlined RIA experience. Our focus is to empower you, the independent financial advisor, as we stand out from other independent RIA firms, to grow your business. Our first goal is for you to excel in serving your clients’ financial needs. Furthermore, we focus on relieving you of the myriad burdens related to maintaining your own RIA. You have a vision for your business. We help you achieve it by offering a range of investment solutions: both advisor-directed and third party-managed portfolios.
We also offer:
- Personal one-to-one support you not only need, but will grow to expect,
- The ability to leverage a vibrant community of peers and industry leaders through workshops, idea exchanges, and collaboration,
- Our Compliance team works with you to facilitate your business, not stifle it,
- Strategic Blueprint provides ownership opportunities so you can contribute to the stability and long-term success of the firm.
We make it simple for you to maintain registration with a broker-dealer for commission-based services through our sister company, The Strategic Financial Alliance, Inc. (“SFA”).