Personal Investment Management & Retirement Planning

At Blueprint, we pride ourselves for being able to deliver a wide range of solutions to our clients. We are passionate about numbers and analytics. Our strategies are often implemented utilizing both fundamental and technical analysis. We believe our rigorous approach will continue to produce favorable results. Learn More About Us slide

Quality Services

Valuable Insight

Strategic Planning

Reliable Support


Our Mission

Founded in 1984, Blueprint Financial Group is a true independent investment and financial planning firm built on the foundation of sound ethics, accountability, and deep integrity. We are free from conflicts of interest and are not beholden to any organization, investment company or products. This enables us to guide our clients toward their financial goals with the financial security they consider critical.

Richard Eller

Founder & President

Your dreams, goals, and aspirations require a true, mapped-out blueprint to be successful. At Blueprint Financial Group, that’s our job. Our primary goal as a company is to help you get past the anxiety, confusion, and doubts you may have regarding your ability to achieve your financial objectives. We ask the right questions and engage in meaningful conversation. We then create, execute, and monitor your plan — your blueprint to succeed with your objectives with confidence.


We Operate With a 5-Point Mission:


Understand your personal and financial situation.


Understand your views, attitudes, likes, and dislikes.


Understand your core values.


Understand your knowledge and comfort about economics and your finances.


Understand your preference in communication.

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    Our Blogs

    Investment Management in Norwalk, CT

    It is no secret that the key to a bright financial future lies in smart investing. Investment management in Norwalk, CT is one of the most important aspects of building wealth and ensuring your money works for you, not against you. Without a sound investment plan in place, it can be difficult to achieve your financial […]

    Investment Management in Naples FL

    Are you seeking services for investment management in Naples, FL? Many companies offer this service, and it can be difficult to know which one to choose. Investment management is a critical part of financial planning, and it is important to work with a company that has experience and expertise.   When looking for an investment […]

    Factors That Affect Equity Market and Investment Accounts in March, 2022

    What a month it has been. At the end of January, I sent a market commentary. One month later, the most meaningful change is the Russian rumors became headlines as they try to re-establish their Imperial borders The equity markets during the first two months of 2022 have been, so far, less than stellar. Good […]

    How an Experienced Financial Planner Can Help You Start Investing

    If you’re new to the world of investment, you may be wondering if you can do it all yourself or if you should hire an experienced financial planner. When it comes to your hard-earned money and plans for the future, it may be best to put your trust in the hands of a professional who […]

    Is Personal Investment Your Key to an Early Retirement?

    It is never too early to start thinking about the future and plan your retirement. The key to retiring early and having a comfortable retirement is a personal investment. With intelligent planning and the right advice, you can set yourself up for early retirement. Let’s find out more about how you can go about investing […]

    Fiduciary in Naples, FL

    Have you ever wondered why it’s so important to have a fiduciary in Naples, FL? A fiduciary is legally bound to act in your best interests. This means that they must always put your needs first. Why is this important? Because when it comes to financial planning and investing, you need someone who has your […]

    Fiduciary Financial Advisor in Naples, FL

    If you’re looking for a financial advisor in Naples, FL, make sure to choose one who is a fiduciary. Naples, Florida, is located in the southwestern part of the state. The city is situated on the Gulf of Mexico and is known for its beaches, golf courses, and diverse culture.   A fiduciary financial advisor […]

    Retirement Planning – Naples FL

    Are you struggling with retirement planning in Naples FL? No one ever said that retirement planning would be easy. It can often be downright confusing and overwhelming. That’s why it’s so important to consult with an experienced financial planner who can help you navigate this uncertain territory and create a plan that will meet your […]

    Financial Planning – Naples FL

    Are you struggling with financial planning in Naples FL? Financial planning is one of the most important aspects of a person’s life. No matter how much money you have, it’s important to be smart about your finances and make sure you’re on track towards a comfortable and secure future. If you require financial planning services, […]

    Women Financial Planning of Naples FL

    Attention Women: Introducing Women Financial Planning of Naples FL. Regardless of your age, it’s important to make sure you are secure. Not just financially secure, but bullet-proof. Large, unexpected expenses, stock market volatility or inflation — you want to be covered. The goal is your SWAN. That is our mother-hen philosophy and is short for […]