# Blueprint Financial Advisors, LLC

Blueprint Financial Advisors, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** blueprintfinancial.co
- **LinkedIn:** https://www.linkedin.com/company/blueprint-financial-advisors-pdx

## Regulatory record

- **CRD number:** 171331
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171331

## About

Blueprint Financial provides personalized financial concierge services for individuals and small businesses. It acts as a personal financial manager, coach, and project manager for everyday money management and life's transitions. Services include organizing finances, bill pay, cash flow and budgeting, and fractional CFO roles for small businesses focused on finances, operations, and marketing.

## People

- Marti Miller — Founder and Owner

## Questions

### Who runs investment decisions at Blueprint Financial Advisors?

No named principals or investment committee members are publicly identified. The firm's management structure is not disclosed in available sources.

### Where is Blueprint Financial Advisors headquartered?

The firm's physical address is not confirmed in public sources. Its registered location is not available from the data provided.

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Last updated: 2026-08-11T15:06:20.694Z

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