Strategic Blueprint, LLC is a Registered Investment Adviser (RIA) designed to provide a personalized and integrated platform that empowers independent financial advisors to maintain their identity, grow their businesses, and excel in serving their clients’ financial needs. 

Structured for experienced, entrepreneurial advisors who focus on wealth management services, Strategic Blueprint, also offers, for advisors who want to maintain registration with a broker-dealer for commission-based services, the opportunity to affiliate with its sister broker/dealer, the Strategic Financial Alliance, Inc. (“SFA”). 

We provide the blueprint, the tools, and the foundation. Advisors provide the vision and passion for the business. The result is a platform that gives advisors the freedom to truly be independent to grow their businesses to the next level. 

For more information, please contact us at info@strategicblueprint.net or (678) 954-4000.

SFA Partners provides shared services to a family of companies focused exclusively on empowering independent financial advisors. SFA Partners includes The Strategic Financial Alliance (SFA), member FINRA/SIPC, a broker-dealer and investment adviser; Strategic Blueprint, a registered investment adviser; and SFA Insurance Services. Our wide breadth of services enables us to support a variety of advisor business models. Parent company, SFA Holdings, Inc. is owned by advisors, employees, and individual investors.


Investment Management

Strategic Blueprint, LLC

Strategic Blueprint, LLC's headquarters in Atlanta, United States

Julie Sullivan

Ed Woll

Jamie Mackay

The Compliance and Regulatory Team at Strategic Blueprint, LLC is responsible for ensuring that the firm adheres to all relevant laws, regulations, and industry standards. This team conducts regular audits, monitors advisory practices, and provides compliance training to advisors, facilitating an environment of transparency and integrity. Their proactive approach helps to mitigate risks and supports advisors in maintaining compliance while focusing on their business growth and client needs.

Compliance and Regulatory Team

The Leadership Team at Strategic Blueprint, LLC is responsible for guiding the company's strategic vision, ensuring compliance, and overseeing operational excellence. This team collaborates to empower independent financial advisors, drive business growth, and enhance client service delivery. By leveraging their diverse expertise, they provide the necessary support and resources that allow advisors to thrive in an independent environment while maintaining the highest standards of integrity and performance.

Leadership Team

The Operations and Support Team at Strategic Blueprint, LLC plays a vital role in ensuring the smooth functioning of the firm by streamlining advisory processes and providing essential services to financial advisors. This team focuses on onboarding new advisors, supervising compliance and operational effectiveness, managing financial resources, and fostering strong relationships with sponsor partners to enhance the overall advisor experience. Their efforts empower advisors to operate efficiently and concentrate on delivering exceptional service to their clients.

Strategic Blueprint, LLC

Org chart

Teams

Compliance and Regulatory Team

Leadership Team

Operations and Support Team

Offices

Strategic Blueprint, LLC

Org chart

Teams

Compliance and Regulatory Team

Leadership Team

Operations and Support Team

Offices

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