Blueprint Financial Group

What Blueprint Financial Group does

Blueprint Financial Group LLC is an independent, fee-based investment and financial planning firm founded in 1984 by Richard Eller, a Certified Financial Fiduciary who continues to serve as Founder and President. The firm delivers personalized retirement and wealth management services to pre-retirees and retirees, with a particular emphasis on affluent individuals aged 50 and above across Connecticut, Florida, and Virginia. Its service stack spans investment management using both fundamental and technical analysis, retirement income planning, tax planning (including Roth conversions and withdrawal sequencing), Social Security optimization, estate planning through revocable living trusts, and insurance planning covering long-term care and Medicare supplemental policies.

The firm operates under a partnership-based regulatory structure: investment advisory services are offered through Spire Wealth Management, LLC, a Federally Registered Investment Advisor, while securities transactions are executed through Spire Securities, LLC, a FINRA/SIPC-registered broker-dealer. The firm's internal tooling is limited to proprietary client-engagement frameworks — notably the 5-Point Mission client-discovery process and the S.W.A.N. (Sleep Well At Night) Score assessment — both used as diagnostic and lead-generation assets rather than as algorithmic decision engines. There are no APIs, no disclosed AI/ML components, and no integrations beyond a standard content/blog CMS.

Blueprint generates revenue primarily through recurring advisory fees on assets under management routed through Spire Wealth Management, supplemented by transaction-related revenue on securities through Spire Securities. Customer acquisition is driven by content marketing (the blueprintfg.com blog), email newsletters, SMS communications, and LinkedIn, with a consultative, education-first sales motion delivered through direct advisor relationships and complimentary portfolio/retirement income reviews. The firm's stated competitive position is built on independence from product sponsors, fiduciary duty, transparency, and the founder's personal brand and credentials.

Name

Blueprint Financial Group

Legal name

Blueprint Financial Group LLC

Website

https://blueprintfg.com

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

11–50 employees

Short description

Blueprint Financial Group is an independent, fee-based RIA founded in 1984 that provides retirement income planning, investment management, tax and estate planning, and insurance advisory services to affluent pre-retirees and retirees across Connecticut, Florida, and Virginia under Spire Wealth Management.

Ownership category

akta.pro rank

Product category

Financial Advisory and Retirement Planning

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

Keywords

• Retirement income planning
• Investment advisory services
• Wealth management
• Fiduciary financial planning
• Tax planning services

Headquarters

HQ city

Westport

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Investment Advisory Services: The firm provides investment advisory services offered through Spire Wealth Management, LLC, a Federally Registered Investment Advisory Firm. Services include personalized investment management, retirement planning, tax planning, and insurance coverage analysis. Revenue is generated through advisory fees associated with assets under management.
2. Securities Services: Securities are offered through affiliated company Spire Securities, LLC, a Registered Broker/Dealer, and member FINRA/SIPC. The firm operates as an independent entity under Blueprint Financial Group while utilizing affiliated broker-dealer services for securities transactions.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Blueprint Financial Group is an independent investment and financial planning firm that delivers personalized investment management, retirement planning, tax planning, estate planning, and insurance advisory services to individuals approaching or living in retirement. Advisory services are offered through Spire Wealth Management, LLC and securities transactions are executed through Spire Securities, LLC, both affiliated registered entities. The firm applies fundamental and technical analysis alongside its proprietary S.W.A.N. Score Assessment to construct portfolios, design retirement income strategies, and provide fiduciary-grade counsel.

Product overview

Blueprint Financial Group is an independent investment and financial planning firm founded in 1984, operating under Spire Wealth Management, LLC. The firm offers a unified suite of financial advisory services organized around three core pillars: Personal Investment Management (utilizing fundamental and technical analysis), Retirement Planning (including income strategy, Social Security optimization, and 401(k) guidance), and comprehensive Financial Planning (covering tax planning, estate planning, insurance, and asset management). The firm also provides specialized services including Long-Term Care Insurance Planning, Medicare Supplemental Insurance Planning, Women Financial Planning of Naples FL, and a proprietary S.W.A.N. Score assessment tool. Services are delivered through personalized consultations across three office locations (Norwalk CT, Naples FL, and McLean VA), with fiduciary standards ensuring unbiased advice.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Investment Management Investment management service utilizing both fundamental and technical analysis to deliver personalized financial strategies aligned with client objectives. Built for individual clients seeking portfolio management across stocks, bonds, and managed funds.
• Retirement Planning Comprehensive retirement planning services including income strategy development, Social Security optimization, Required Minimum Distribution planning, and pension analysis to ensure sustainable retirement cash flow for pre-retirees and retirees.
• Financial Planning Full-spectrum financial planning covering budgeting, savings strategy, education funding, insurance coverage evaluation, tax planning, and asset management for individual clients and households.
• Tax Planning Strategic tax planning services focused on minimizing tax burdens through proactive strategies, Roth conversions, and tax-efficient withdrawal sequencing for retirees and pre-retirees.
• S.W.A.N. Score Assessment Sleep Well At Night (S.W.A.N.) score assessment tool evaluating retirement readiness across six key financial questions including portfolio knowledge, fee transparency, and advisor fiduciary status, helping clients gauge preparedness for retirement.
• Women Financial Planning of Naples FL Specialized financial planning services tailored for women, focusing on comprehensive security, asset protection, and the SWAN (Sleeping Well At Night) philosophy, addressing inflation, longevity, and legacy planning concerns.
• Long-Term Care Insurance Planning Insurance planning services covering Long-Term Care Insurance (LTCI) to cover assistance with daily living activities including in-home care, nursing homes, and assisted living for senior clients.
• Medicare Supplemental Insurance Planning Medicare Supplemental Insurance (Medigap) planning to help cover medical expenses not fully covered by Medicare including doctor visits, hospital stays, and lab tests for senior clients.
• Revocable Living Trust Planning Estate planning services including revocable living trust creation for property distribution after death and creditor protection for individual clients.
• Fiduciary Financial Advisory Fiduciary financial advisory services where the firm is legally obligated to act in clients' best interests, providing objective and unbiased financial guidance for individual clients.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Two partnerships are on record, tiered core.

• Spire Wealth Management, LLCcoreStrategic or Co-development PartnerInvestment Advisory Services offered through Spire Wealth Management, LLC, a Federally Registered Investment Advisory Firm. Blueprint Financial Group operates as an independent firm under this partnership, with Richard Eller serving as an investment advisor representative. This partnership provides the regulatory framework for the firm's advisory services.
• Spire Securities, LLCcoreStrategic or Co-development PartnerSecurities services are offered through Spire Securities, LLC, a Registered Broker/Dealer and member FINRA/SIPC. This affiliated entity handles securities transactions for Blueprint Financial Group's clients under the same partnership umbrella.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Edelman Financial Services: Independent financial planning firm historically focused on retirement-income planning for affluent households; close offering overlap with Blueprint's S.W.A.N.-style retirement readiness positioning.
• Buckingham Strategic Wealth: Fee-only RIA focused on retirement income planning and wealth management for affluent retirees, with multiple offices and a similar independent, fiduciary-aligned model to Blueprint Financial Group.
• Carson Group: Independent wealth management firm offering financial planning, retirement, and tax services to affluent households, with a comparable advisor-led, education-first growth model.
• Mariner Wealth Advisors: Large national independent RIA serving individuals and families with comprehensive financial planning, retirement income, and estate strategies—highly comparable offering to Blueprint.
• Creative Planning: Fee-only RIA providing wealth management, retirement planning, tax planning, and estate services to high-net-worth individuals, overlapping Blueprint's full-spectrum advisory scope.

Broad incumbents

• Commonwealth Financial Network: Independent broker-dealer and RIA supporting thousands of advisors nationwide; an analog to the Spire Wealth platform Blueprint relies on, but with substantially larger scale and broader service portfolio.
• LPL Financial: Largest US independent broker-dealer and RIA-supporting platform; comparable in that Blueprint operates as an independent advisory firm through a BD/RIA infrastructure stack, but at vastly larger scale and broader scope.
• Fisher Investments: Large discretionary money manager serving affluent and high-net-worth individuals primarily through portfolio management; broader and larger than Blueprint but competes for the same affluent retiree segment.
• Cambridge Investment Research: Independent broker-dealer and RIA custodian supporting independent financial advisors with compliance, technology, and investment platforms—same operating-model category as Spire/Blueprint's structure.

Emerging players

• Facet Wealth: Digital-first flat-fee financial planning firm targeting affluent households with retirement and tax planning; represents the technology-enabled model competing against traditional RIAs like Blueprint.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/blueprint-financial-group-llc-

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Blueprint Financial Group