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ABOUT US

Blueprint Wealth Advisors provides advice and solutions for you to have peace of mind.

Our goal is to help our clients make the most informed decisions at each step and provide them with a level of clarity and control. Each individual and family has its own unique needs, goals, and concerns. With our in-depth understanding of often complex company benefits and the universe of available financial instruments. We help our clients make the most informed decisions each step of the way. 

About: Who We Are
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We Provide:

  • Employer Benefits Analysis - Complex Stock Grants, Deferred Compensation, 401(k), etc. 

  • Retirement Planning and Efficient Spend-Down Strategy

  • College Education Planning 

  • Advanced Tax Strategies and Business Owner Services

  • Estate & Legacy Planning, Charitable Giving

  • Insurance Needs Analysis

  • Re-positioning Old Accounts, Rollovers, Rebalancing

Specialties include:

  • Financial Planning

  • Tax Optimization Planning

  • Company Benefit Planning

  • Portfolio Management Services

  • Wealth Management

  • Retirement Plan Analysis

  • Business Owner Services

  • Insurance and Advisory

  • LinkedIn

IMPORTANT DISCLOSURE INFORMATION

McAdam LLC dba Blueprint Wealth Advisors is an SEC registered investment adviser that maintains a principal place of business in the state of Pennsylvania. The firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about McAdam LLC dba Blueprint Wealth Advisors is a registration status and business operations, please consult the firm's form adv disclosure documents, the most recent versions of which are available on the SEC's investment adviser public disclosure website at
www.Adviserinfo.Sec.Gov.

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©2022 by BLUEPRINT WEALTH ADVISORS. Proudly created with Wix.com

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