Insights

Strategic Wealth Advisory Leverage Blueprint Financial Group’s 30+ years of educational, holistic financial planning to offer advanced wealth management solutions, risk mitigation strategies, and coordinated team-based planning services to high-net-worth clients.

Technical Enablement Target the firm’s tech stack maturity and data governance posture (iCIMS, AWS, OneTrust, Osano, Adobe Experience Cloud, DocuSign, Piwik) to propose integrated martech, security, and compliance enhancements that streamline client onboarding and analytics.

Growth & Expansion Capitalize on recent office expansion indicators and hiring trends in financial planning to position scalable practice management tools, CRM optimizations, and partner networks that support regional growth and succession planning.

Affiliates & Networks Identify collaboration opportunities with accountants, attorneys, and subject-matter experts to offer joint planning capabilities, benchmark services, and co-branded financial education programs.

Competitive Benchmarking Position solutions that align with the competitive landscape of major firms (Northwestern Mutual and peers) by offering cost-effective, differentiated technologies, client experience enhancements, and compliance controls to sustain differentiation.

Similar companies to Blueprint Financial Group

Blueprint Financial Group Tech Stack

Blueprint Financial Group uses 8 technology products and services including iCIMS, Amazon Web Services, OneTrust, and more. Explore Blueprint Financial Group's tech stack below.

Blueprint Financial Group's Email Address Formats

Blueprint Financial Group uses at least 4 email formats:
Blueprint Financial Group Email FormatsExamplePercentage
First.Last@nm.comJohn.Doe@nm.com
89%
F.Last@nm.comJ.Doe@nm.com
8%
First.Middle@nm.comJohn.Michael@nm.com
2%
Last@nm.comDoe@nm.com
1%

Frequently Asked Questions

What is Blueprint Financial Group's official website and social media links?

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Blueprint Financial Group's official website is nm.com and has social profiles on LinkedIn.

How much revenue does Blueprint Financial Group generate?

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As of August 2026, Blueprint Financial Group's annual revenue is estimated to be $50M - $100M.

What is Blueprint Financial Group's NAICS code?

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Blueprint Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Blueprint Financial Group have currently?

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As of August 2026, Blueprint Financial Group has approximately 50 employees across 1 continents, including North America. Key team members include Partner: L. W. C., Partner: N. H. and Director Of Planning Services: Z. O. Explore Blueprint Financial Group's employee directory with LeadIQ.

What industry does Blueprint Financial Group belong to?

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Blueprint Financial Group operates in the Financial Services industry.

What technology does Blueprint Financial Group use?

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Blueprint Financial Group's tech stack includes iCIMS, Amazon Web Services, OneTrust, Osano, Adobe Experience Cloud, DocuSign, Piwik and Piwik PRO Core.

What is Blueprint Financial Group's email format?

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Blueprint Financial Group's email format typically follows the pattern of First.Last@nm.com. Find more Blueprint Financial Group email formats with LeadIQ.

When was Blueprint Financial Group founded?

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Blueprint Financial Group was founded in 1987.
Blueprint Financial Group logo

Blueprint Financial Group

Financial ServicesVirginia, United States11-50 Employees

Blueprint Financial Group is a financial services firm based in Reston, Virginia, with more than a decade of experience guiding clients through the complexities of wealth management. The firm emphasizes an educational approach, helping clients clarify their current financial position, define future goals, and evaluate multiple paths to reach them, all while aligning decisions with individual goals, values, and risk tolerance. Its service model focuses on coordinating a client’s team, integrating existing professionals such as accountants or attorneys with new subject-matter experts as needed, to ensure cohesive guidance across the planning process. Targeting individuals whose wealth has grown and whose financial needs have become more intricate, the company aims to provide clarity, confidence, and peace of mind through strategic, collaborative planning. Blueprint Financial Group operates within the financial services industry, offering a holistic planning framework designed to optimize outcomes for clients navigating wealth management and protection.

Section iconCompany Overview

Website
nm.com
NAICS Code
52 - Finance and Insurance
Founded
1987
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    Blueprint Financial Group's revenue is estimated to be in the range of $50M - $100M

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