Blakely Financial

What Blakely Financial does

Blakely Financial, now operating as ShorePoint Advisory Group, is a privately held Registered Investment Adviser founded in 1995 and headquartered in High Point, North Carolina. The firm delivers high-touch wealth management services to high-net-worth individuals and families as its primary clientele, with secondary segments including endowments and nonprofit organizations and business owners facing succession or transition events. Its service suite comprises five core offerings: Comprehensive Financial Planning, Family Advisory Services, Investment Management, Endowment Management, and Business Planning, delivered through credentialed financial advisors (the CEO holds CFP, CAP, CDFA, AIF, APMA, and CRPC designations) who coordinate with clients' attorneys, CPAs, and other professional advisors.

The firm operates across five physical offices spanning two states: High Point (North Carolina), Marblehead, Manchester by the Sea, Hadley, and Nantucket (Massachusetts). Securities and advisory services are provided through Commonwealth Financial Network, a third-party broker-dealer and Registered Investment Adviser (Member FINRA/SIPC), which supplies custody, regulatory infrastructure, and technology platform capabilities. The firm does not disclose proprietary technology or AI capabilities; the tech stack is described as standard RIA infrastructure typical of independent advisors working through Commonwealth.

The business model is subscription-recurring wealth management, generating revenue primarily through AUM-based advisory fees, financial planning fees, and insurance commissions (the latter offered separately from Commonwealth). The firm markets via a multi-channel approach including LinkedIn, Facebook, Instagram, a News & Insights blog, and 'Schedule A Call' consultation CTAs supporting a high-touch, relationship-led distribution model. Pricing is not publicly disclosed; prospective clients are directed to consultations. Headcount is in the 11-50 range and no parent company, institutional investor, or external ownership structure is disclosed. The firm recently rebranded from Blakely Financial Inc. to ShorePoint Advisory Group while preserving its 30-year operating history.

Name

Blakely Financial

Legal name

ShorePoint Advisory Group

Website

https://blakelyfinancial.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Short description

ShorePoint Advisory Group (formerly Blakely Financial Inc.) is a privately held, 30-year-old wealth management firm operating across five offices in North Carolina and Massachusetts, providing financial planning, investment management, family advisory, endowment management, and business planning services to high-net-worth individuals, families, nonprofits, and business owners through Commonwealth Financial Network.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Retirement planning services
• Estate planning services

Headquarters

HQ city

High Point

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management & Advisory Fees: The firm generates revenue through financial advisory services, likely including assets under management (AUM) fees for investment management, planning fees for comprehensive financial planning, and possibly hourly or fixed-fee arrangements for specific advisory services. Securities and advisory services are offered through Commonwealth Financial Network, Member FINRA/SIPC.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

ShorePoint Advisory Group (formerly Blakely Financial Inc.) is a registered investment advisory firm that delivers high-touch wealth management through five interconnected services: Comprehensive Financial Planning (integrating retirement, tax, and estate strategy), Family Advisory Services, Investment Management, Endowment Management, and Business Planning for transitions and succession. The firm collaborates with clients' attorneys, CPAs, and other professionals to coordinate advice across the full financial picture, with services delivered by credentialed advisors (CFP, CAP, CDFA, AIF, APMA, CRPC).

Product overview

ShorePoint Advisory Group (formerly Blakely Financial Inc.) offers a unified suite of high-touch wealth management services. The firm provides five interconnected core service offerings: Comprehensive Financial Planning integrates retirement, tax, and estate strategies; Family Advisory Services addresses generational wealth planning; Investment Management delivers professional portfolio management; Endowment Management serves institutional clients; and Business Planning supports business transitions. These services are delivered through collaborative relationships with clients' attorneys, CPAs, and other professionals, providing coordinated financial guidance.

Differentiator

Problem solved

Functional benefit

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves2 records

Expansion highlights4 records

Broad incumbents

• Creative Planning: Large national RIA offering comprehensive financial planning, investment management, and estate planning to HNW households and institutions. Directly comparable service mix to ShorePoint (planning-led, fee-based, multi-disciplinary) but at materially greater scale.
• Carson Group: Large RIA and coaching community for financial advisors offering comprehensive planning, investment management, and business consulting. Comparable service model for HNW clients, with a meaningful coaching and practice-management overlay for affiliated advisors.
• Focus Financial Partners: Partnership model for independent RIAs providing capital, technology, and back-office support. Comparable in that it houses many firms like ShorePoint, and is a structural competitor for advisor talent and a potential exit path for the firm.
• Edelman Financial Engines: One of the largest independent RIAs in the U.S., combining advisor-led planning with a digital planning platform. Comparable in service mix and HNW focus but with a scale and technology advantage that creates competitive pressure on boutique peers.
• Commonwealth Financial Network: Largest independent broker-dealer/RIA custodian and Blakely/ShorePoint's foundational infrastructure partner. Comparable because it serves the same RIA channel with custody, compliance, and practice-management resources, though at vastly greater scale and as a platform rather than a direct advisory competitor.
• Mariner Wealth Advisors: National wealth management firm offering financial planning, investment advisory, tax, estate, and business transition services. Comparable integrated advisory model serving HNW clients and institutions, though at significantly larger scale.

Direct peers

• CAPTRUST: RIA specializing in investment management and financial planning for HNW families, endowments, foundations, and business owners. Closest direct peer given the near-identical service set including endowment management and business-owner advisory.
• Sanctuary Wealth: Wealth management platform supporting independent advisors serving HNW clients. Direct peer in that its partner firms offer similar comprehensive planning and investment services to HNW households, often through Commonwealth or similar IBDs.
• Buckingham Strategic Wealth: Boutique RIA focused on evidence-based financial planning and investment management for HNW individuals and families. Direct peer given similar planning-led, fee-based model and comparable advisor-team size profile.

Regional players

• RLJ Wealth Management: Boutique RIA providing financial planning and investment management to HNW individuals, families, and business owners in the Mid-Atlantic. Comparable in service mix and boutique scale, with geographic concentration as a structural similarity to ShorePoint's NC/MA footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/blakely-financial-inc
• Instagraminstagram.com/shorepointadvisorygroup
• Facebookfacebook.com/blakelyfinancial

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 Blakely Financial