Midtown Financial Advisors

Name

Midtown Financial Advisors

Legal name

Blueprint Financial Advisors d/b/a Midtown Financial Advisors

Website

https://midtownfa.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

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

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

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

Headquarters

HQ city

Greensboro

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Fee-Based Financial Planning: The firm focuses on fee-based financial planning rather than commission-based transactions. Services include financial planning, investment management, insurance auditing, tax planning, estate planning, education planning, retirement planning, and philanthropic optimization. The firm emphasizes that website information about specific financial products is limited because the approach prioritizes long-term personalized planning over quick, commission-based transactions.
2. Investment Management Solutions: Investment management solutions form a core component of the service offering. The firm manages client portfolios using systematic trend-following strategies, with portfolios managed through Blueprint Investment Partners. Securities are offered through Maplewood Investments, Inc., a FINRA/SIPC member broker-dealer affiliated with Blueprint Financial Advisors LLC.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Midtown Financial Advisors is an independent, SEC-registered investment advisory firm that delivers fee-based, holistic financial planning and wealth management for individuals, families, nonprofits, and businesses in North Carolina. Services span comprehensive financial planning, systematic trend-following investment management, insurance auditing, tax and estate planning, retirement planning, education planning, and values-based or sustainable investing, delivered through a four-step process (Listen, Build, Implement, Review) with ongoing annual reviews.

Product overview

Midtown Financial Advisors operates as an independent financial planning and wealth management firm primarily serving clients in North Carolina. The firm offers a single integrated practice built around a holistic, four-stage financial planning process (Listen, Build, Implement, Review), with the Orion-powered online portal as the primary client-facing digital platform for account management and financial planning access. The core offering is Comprehensive Financial Planning & Wealth Management, encompassing two client segments — Individuals & Families and Nonprofits & Businesses — with services spanning fee-based financial planning, investment management, insurance auditing, tax and estate planning, and values-based investing. The firm is supported by affiliated entities including Blueprint Investment Partners (which provides systematic investment strategies) and Blueprint Insurance Services (which provides insurance products), and relies on strategic technology partners Orion (portal), MoneyGuide/Envestnet (financial planning software), and Schwab (custodian).

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Financial Planning & Wealth Management
• Personalized Financial Planning & Account Management Portal
• Individual & Family Financial Services
• Nonprofit & Business Financial Solutions
• Insurance Services (via Blueprint Insurance Services)
• Blueprint Investment Partners (Institutional Investment Management)

Quantifiable outcome

• Systematic trend-following process designed to keep compounding as high as possible and reduce emotional investment decisions

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability1 record

Feature5 records

Partnerships

Seven partnerships are on record, tiered core.

• SchwabcoreTechnology or IntegrationSchwab serves as the custodian for client securities, holding them for safekeeping to prevent loss or theft. As a market leader serving firms like Midtown Financial Advisors for more than 30 years, Schwab provides the underlying custodial infrastructure for the firm's investment management operations.
• MoneyGuide (powered by Envestnet)coreTechnology or IntegrationMoneyGuide is a comprehensive financial planning software that gives clients a complete view of their financial situation, enabling productive conversations about future goals, financial dreams, and the big picture. It is powered by Envestnet, a leading provider of tech solutions that help clients and financial advisors collaborate around managing the client's financial life, making informed decisions, and tracking progress toward goals.
• OrioncoreTechnology or IntegrationOrion is a wealthtech powerhouse that provides clients with secure anytime, anywhere online access to a fully personalized financial management portal. Clients have access to a dashboard that allows them to see statements, download tax documents, find projections, view portfolio holdings, and store personal documents with a single login. Orion is described as a leader in providing transformative, user-friendly wealth management technology solutions.
• Blueprint Financial AdvisorscoreStrategic or Co-development PartnerBlueprint Financial Advisors is a boutique wealth management firm that manages Midtown Financial Advisors' day-to-day operational needs, empowering the team to spend more time on client service. It is focused on building strong partnerships with authentic people, emphasizing that its legacy depends on relationships and reputation. Blueprint Financial Advisors LLC is an SEC Registered Investment Advisor and affiliated entity.
• Blueprint Investment PartnerscoreStrategic or Co-development PartnerBlueprint Investment Partners is an affiliated institutional investment manager that manages clients' investment accounts. It is described as a pioneer in the creation of systematic and transparent investment strategies that are globally diversified, optimized for behavioral finance, adjust dynamically to market changes, focus on downside protection, and provide ongoing tax-loss harvesting.
• Blueprint Insurance ServicescoreStrategic or Co-development PartnerBlueprint Insurance Services is a firm related to Blueprint Financial Advisors that allows Midtown Financial Advisors to help clients address their diverse insurance needs alongside advisory services. It provides comprehensive coverage options including a wide range of tailored insurance products, from life to long-term care and fee-based annuities.
• Maplewood Investments, Inc.coreChannel Partner/ Reseller/ DistributorSecurities are offered through Maplewood Investments, Inc., a FINRA member and SIPC-protected broker-dealer. Advisory services are offered through Blueprint Financial Advisors LLC, and both entities are affiliated. Maplewood Investments does not provide tax, legal, or accounting advice.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Schwab Wealth Advisory: Schwab's wealth advisory offering, leveraging the same custodian relationship Midtown itself uses — represents the incumbent alternative Midtown clients could choose, with comparable technology and a lower-touch, scaled advisory model.
• Mariner Wealth Advisors: Large national independent RIA formed through aggressive practice acquisitions, providing comprehensive planning and investment management — same tuck-in M&A model and clientele, but at substantially greater scale and national reach.
• Edward Jones: Large national wealth management firm with a relationship-based advisor model serving individuals and families across the U.S., including North Carolina — overlapping target market and holistic planning approach, but operating at vastly greater scale under a more traditional commission/fee hybrid.
• Creative Planning: One of the largest U.S. independent RIAs serving HNW families through comprehensive fee-based financial planning and investment management — comparable service model, but vastly larger scale, broader geographic reach, and an institutional acquisition platform.

Direct peers

• Modera Wealth Management: Mid-sized independent RIA providing comprehensive financial planning and investment management to households and small institutions — comparable in scale, fee-based model, and holistic planning approach, though with broader geographic footprint.
• Parsec Financial Wealth Management: Asheville, NC-based independent RIA of comparable size serving HNW individuals, families, and institutions with comprehensive fee-based planning and investment management — a direct Southeast regional peer with similar service breadth and client profile.
• Buckingham Strategic Wealth: Independent RIA built through advisor practice acquisitions providing evidence-based financial planning and investment management — directly comparable in growth-via-tuck-in M&A model, fee-based alignment, and comprehensive planning methodology.
• Vestia Personal Wealth Advisors: NC-based independent RIA providing personalized financial planning and wealth management to HNW individuals and families — directly comparable in regional focus, fee-based structure, and emphasis on holistic planning.

Regional players

• CAPTRUST: Raleigh, NC-headquartered RIA focused on investment management and retirement plan advisory for institutional clients and HNW individuals — comparable North Carolina RIA serving overlapping clientele, but materially larger in scale and institutional tilt.

Emerging players

• Facet Wealth: Digital-first RIA delivering comprehensive financial planning via remote CFP® professionals at flat-fee pricing — a fundamentally different distribution model that competes for the same HNW planning clients but without the local relationship presence Midtown emphasizes.

Market position

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 Midtown Financial Advisors