Founded in 1984, Blueprint Financial Group is a true independent investment and financial planning firm built on the foundation of sound ethics, accountability, and deep integrity. We are free from conflicts of interest and are not beholden to any organization, investment company or products. This enables us to guide our clients toward their financial goals with the financial security they consider critical.
Personal Investment Management & Retirement Planning
Quality Services
Valuable Insight
Strategic Planning
Reliable Support
WHO WE ARE
Our Mission
Richard Eller
Founder & President
Your dreams, goals, and aspirations require a true, mapped-out blueprint to be successful. At Blueprint Financial Group, that’s our job. Our primary goal as a company is to help you get past the anxiety, confusion, and doubts you may have regarding your ability to achieve your financial objectives. We ask the right questions and engage in meaningful conversation. We then create, execute, and monitor your plan — your blueprint to succeed with your objectives with confidence.
BLUEPRINT FINANCIAL GROUP
We Operate With a 5-Point Mission:
Understand your personal and financial situation.
Understand your views, attitudes, likes, and dislikes.
Understand your core values.
Understand your knowledge and comfort about economics and your finances.
Understand your preference in communication.
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Our Blogs
Investment Commentary
Market Commentary – April 2025 Richard Eller, President & Founder, Blueprint Financial Group. Hello, You have investment accounts managed by my office and held at Fidelity where I am your designated advisor. This client commentary is part of my outreach. Welcome to 2025—somehow, it got here faster than expected. Daylight savings started, baseball season is […]
Client Commentary
Market Commentary – March 2025 Richard Eller Certified Financial Fiduciary® Welcome to 2025—somehow, it got here faster than expected. Daylight savings is a week away, baseball spring training is starting, and the stock market continues to keep us on our toes. Let’s break down what is happening and, more importantly, what it means for […]
What To Expect in 2023 for the Cost-of-Living Adjustment
The COLA is a Cost-of-Living Adjustment for Social Security beneficiaries. It’s also known as the raise, which helps offset rising living costs so that beneficiaries don’t experience a decline in their standard of living. Seniors spend more on utilities, housing, and healthcare than younger people. In some places, the increase in prices of goods and […]