Blanchard Wealth Management

Our primary focus is on securities that are low cost, liquid, transparent, and tax efficient. We are an independent advisory team that has no proprietary products and primarily work as consultants with a simple and transparent cost structure. We believe in the long-term progress of exceptional companies that are growing their value over time.

With over 30 years of industry experience, Ted Blanchard has dedicated his career to helping clients manage their wealth. While he thrives in a spectrum of financial disciplines, Ted specializes in crafting custom asset management. Heather brings over 15 years of experience in the financial industry.

Our core strength is our team, which has decades of industry experience and is committed to superior client service. We implement strategies that help our clients build, manage, preserve, and transfer their wealth. We primarily work as an investment fiduciary, which requires us to act in the client's best interest 100% of the time.

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.

As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.