Blueprint Partners is a registered investment adviser based in Traverse City, Michigan, serving as a financial concierge for families and business owners. The firm helps clients plan for their financial future by coordinating with the advisors, business partners, and family members involved in their financial lives. Its approach is designed to bring family, estate, business, and asset considerations together so clients can better understand and align their plans.

Blueprint Partners offers family and business planning, trustee services, and support for business owners who are within five years of selling their business. The firm also works with families who have investable assets. It describes its role as that of a personal CFO, helping manage coordination across a client’s financial relationships and priorities.

Financial planning is offered for a flat fee, which the firm says allows it to manage client interests without relying on product sales for compensation. Blueprint Partners emphasizes transparency and integrity and provides access to its team, appointment scheduling, client resources, and fee information.