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Blueprint Financial Services Inc.

EST. AUM
$33,494,200

CONTACTS

CLIENT ACCOUNTS
157

Firm Details

Metro area Denver
CRD Number 301083
Website blueprintfinancialservices.com
Client types

Overview

Blueprint Financial Services Inc. is an independent Registered Investment Adviser (RIA) founded in 1994 and headquartered in Arvada, Colorado. Led by Principal Victor Troy Guettlein, CFP®, the firm provides personalized wealth management, investment advisory, and financial planning services to individuals, multigenerational families, business owners, and retirement plans. Operating under a fiduciary standard, Blueprint Financial Services delivers customized financial strategies that integrate retirement planning, investment management, estate planning, and insurance solutions. Its investment philosophy emphasizes long-term, diversified portfolio construction using mutual funds, pooled investment vehicles, and select institutional investment managers to help clients preserve wealth, manage risk, and achieve their long-term financial goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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