Blueprint Financial Advisors is a financial advisory firm currently in the process of rebuilding its website. The practice is led by Teddy Guerin, who holds AWMA® and CRPC® credentials. T
he firm's philosophy centers on building client relationships through straightforward conversations, and it is actively working to better reflect how it works with clients in its online presence. Despite the minimal website, the firm is fully operational and can be reached directly for questions and consultations.
Relationship-first approach starting with simple conversations
Currently rebuilding website to better reflect actual client work
Services
Financial Advisory
Personalized financial guidance and client relationship management, starting with simple conversations to understand client needs.
Credentials & Certifications
AWMA®
CRPC®
Reviews
Rating
5
★★★★★
Reviews
2
"Teddy is a great financial advisor and an equally great person."
Frequently Asked Questions
Is Blueprint Financial Advisors currently operational? +
Yes, the firm is fully up and running behind the scenes despite the website being under construction.
How do most client relationships start with Blueprint Financial Advisors? +
Most relationships start with a simple conversation rather than a deep dive into a website or complex financial analysis.
What credentials does the principal advisor hold? +
Teddy Guerin holds the AWMA® (Accredited Wealth Management Advisor) and CRPC® (Certified Retirement Planning Counselor) designations.
How can I contact Blueprint Financial Advisors? +
You can reach them directly by email at [email protected] or by phone at 503-381-0638.
5.0
