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Our Partners

We partner with independent service providers who have your best interest at the heart of their mission. Our independence is vital, but consistent collaboration is diligently cultivated to ensure our ability to deliver comprehensive solutions for your future. Each partner serves as a key contributor in their area of specialty.

Primary Custodian

Bluprint Financial has selected Charles Schwab & Co., Inc. as primary custodian for our client's accounts. By using Schwab as primary custodian, Bluprint Financial has access to a wide range of products and services that help us serve our clients, including:

  • Full range of investment products and trading services

  • Wide array of investment account types including retirement accounts, charitable giving, and education accounts 

  • Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments

  • Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place

The Charles Schwab Corporation is one of the nation’s leading providers of financial services. Through their operating subsidiaries, they provide securities brokerage, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants. The Charles Schwab Corporation is financially stable, and they are committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. They maintain a disciplined focus on risk management and strive to operate the firm conservatively to minimize investment risks. They know that their success ultimately depends on how they serve all of their clients and their confidence in Schwab. Financial results and more information about The Charles Schwab Corporation’s business and financial condition can be viewed at any time at

Independent Insurance Agencies

We partner with many leading independent insurance brokerage agencies to help you choose the best solution for you and your family, not a standard product pulled of the shelf of a captive agency. We are not bound to a captive insurance company and literally have access to dozens of insurance companies maintaining our loyalty to you and NOT a corporation. We customize family and business protection scenarios for each individual situation. These brokerage agencies offer solutions for annuities and life, health, disability, and long term care insurance in addition to advance planning for large estates and our business clients. Although insurance isn’t the most exciting part of your financial plan it can be a welcome blanket of security.

A Commitment to Professional Collaboration

We maintain a network of other financial professionals providing a wealth of knowledge for ourselves and our clients. These professionals include CPAs/Tax Experts, Estate Planning & Elder Care Attorneys, Property and Casualty Insurance Agents, and many others. At Bluprint Financial we look forward to fostering a relationship with your existing professionals, creating a well-balanced team with diverse perspective.