You may hear other financial planning and wealth management firms pledge to be your partner.
Our goal is for you to not only HEAR those words, but to FEEL it in every interaction you have with each member of our team.
To discuss how we can help refine your financial future
Blueprint Financial Advisors d/b/a Refined Retirement is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. For more information, please visit adviserinfo.sec.gov and search for our firm name. All content available on this website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security or of any particular strategy or investment product. Blueprint does not represent that any opinion or projection will be realized. Neither Blueprint nor any of its advisers, officers, directors, or affiliates represents that the information presented on this website is accurate, current or complete, and such information is subject to change without notice. Past performance is not a guarantee of future results. Neither this website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.
Securities offered through Maplewood Investments, Inc., member FINRA, SIPC. Advisory services offered through Blueprint Financial Advisors LLC, an SEC Registered Investment Advisor. Maplewood Investments, Inc. and Blueprint Financial Advisors LLC are affiliated. Maplewood Investments, Inc., does not provide tax, legal or accounting advice.
The AIF® designation is awarded to individuals who have demonstrated a comprehensive understanding of fiduciary responsibility and are committed to acting in the best interests of their clients. Qualification requires: minimum of two years of relevant experience plus a bachelor's degree and a professional designation, minimum of five years of relevant experience plus either a bachelor's degree or a professional designation, or minimum of eight years of relevant experience; hybrid online/in-person blended, instructor-led, or online self-paced training courses and a final closed book, proctored certification exam; and ongoing continuing education of at least six hours annually.
The CAIA® designation is awarded by the Chartered Alternative Investment Analyst Association. While not mandatory, candidates are strongly encouraged to have foundational knowledge of the financial service industry and have completed a college corporate finance course and an introduction to statistics course. Qualification requires: self-study curriculum materials and two in-person, proctored exams.
