AdvicePoint, Clarity Financial Advisors and The Wealth Plan Company affiliate with SFA Partners’ RIA offering noted for providing advisors a personalized experience
Firms selected Strategic Blueprint based on unique culture, entrepreneurial spirit and commitment to transparency
SFA Partners, a family of companies focused on supporting the growth and success of independent financial advisors, announced the recent addition of three firms and $200 million in total client assets through Strategic Blueprint LLC, a Registered Investment Advisor (RIA). The new firms include AdvicePoint and The Wealth Plan Company of Wilmington, N.C., and Clarity Financial Advisors, which is based in Bothell, Wash., a suburb of Seattle.
“In a landscape dominated by large, private equity-fueled deals, Strategic Blueprint is succeeding by providing an alternative to the mass consolidation of RIAs into a handful of mega-firms,” said Jamie Mackay, President and Chief Operating Officer at SFA Partners. “We’ve started the year strong by attracting practices searching for a partner with a strong culture, a long history of helping entrepreneurial advisors thrive and a reputation for providing unmatched transparency to its partners. I’m hopeful this is just the first of a series of additions to Strategic Blueprint, which is laser-focused on providing advisors with a deeper sense of community, access to senior leadership and the personalized service they deserve.”
The three firms joining include:
- AdvicePoint (Wilmington, NC) – Founded by Matt Stephens, CFP®, AdvicePoint focuses on investments and tax planning for retirees. Stephens began his financial services career at Wells Fargo Advisors and became an independent advisor in 2013. Stephanie Carr (Client Service Manager) is an integral part of the team.
“The commonalities between our firm and Strategic Blueprint are hard to ignore, which is why I believe so strongly that this will be a good fit for my clients and me,” Stephens said. “I look forward to working with an experienced and hands-on support staff, as well as to being a part of a close-knit community of advisors.”
- Clarity Financial Advisors (Bothell, WA) –The firm is family-owned, specializing in supporting educators with advanced financial planning, retirement transition planning, and investment management services. Robb Hamm owns Clarity while Bob Hamm is the Founder. The team also includes Eric Stevens (Retirement Specialist), Mary Hamm (Client Success Manager) and Chelsea Coon (Marketing Specialist).
“The entire team is overjoyed to join SFA Partners as a dual registrant, able to leverage the services of both SFA and Strategic Blueprint,” Robb Hamm said. “We were looking for a home where we could more easily make clients feel valued and respected, and we have found it here.”
- The Wealth Plan Company (Wilmington, NC) – Brandon Haines founded the firm in 2007 and has over 20 years of financial services experience. He launched The Wealth Plan Company to have the freedom to build a practice focused on helping clients make informed and confident financial decisions. Other members of the team include Kathy Oswald (Wealth Advisor), Robert Wheeler (Wealth Advisor), Karen Walsh (Director of Operations) and Robin Barrington (Director of Communications).
“Culture defines a business, and people create that culture,” Haines said. “Aligning with SFA Partners doesn’t just feel like finding a back office – it feels like finding a true, caring partner. And that’s all we ever wanted.”
Founded in 2017, Strategic Blueprint is an SEC-registered RIA that has grown to over $2.8 billion with offices nationwide. As part of SFA Partners, Strategic Blueprint was designed to meet the increasing demand among advisors who want to scale their fee-based advice practices by outsourcing many of the rigorous compliance, technology and operational burdens associated with running their own RIA.
SFA Partners is committed to empowering the independence and entrepreneurship of veteran advisors seeking a more communal firm. Its wide breadth of services enables the firm to support a variety of advisor business models. The parent company, SFA Holdings, Inc., is owned by advisors, employees and individual investors.
“Strategic Blueprint is being recognized in the marketplace for supporting independent financial advisors with high-touch service and growth opportunities that allow their practices to thrive,” added Michael Bryan, EVP and Chief Growth Officer of Strategic Blueprint. “Advisors appreciate our simplified pricing model, smooth transition process and resources that enable them to enjoy the benefits of having their own RIA while being able to rely on a trusted partner to relieve some of the compliance and regulatory pressures associated with running a business in this industry. I’m delighted to welcome the teams from AdvicePoint, Clarity Financial Advisors and The Wealth Plan Company to the SFA Partners family and look forward to our team giving them unmatched freedom and flexibility so they can focus on building their businesses and serving their clients.”
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