Who We Are

Blaine Thiederman

Blaine Thiederman MBA, CFP(R)
Founder/Lead Advisor

“As a CERTIFIED FINANCIAL PLANNER™, it’s my life’s mission to provide unbiased financial education, advice and guidance to help my clients create their path to financial independence. I believe that true comprehensive financial planning can provide the clarity and confidence necessary for families to understand and implement their own well-informed decisions.

My goal is to translate the complexity of financial topics into a simple, step-by-step action plan to help you understand how to align your money with your personal values and objectives. As a trusted source, my insights have been featured in articles by Forbes, Gobankingrates.com, the Washington Post, Yahoo Finance, MarketWatch, Business Insider and MSN.

I look forward to us exploring the opportunities and options to help you experience the progress you’re hoping for.”

Why Hire Us?

We bring:

  • Organization
  • Accountability
  • Proactivity
  • Objectivity
  • Partnership
  • Education

...to every relationship we have with our clients.


As a result, we believe that through the relationship offered with our firm, we can ensure that your financial future is as easy to reach as we can make possible. We seek to help our clients this way all the while charging a significantly more competitive fee than what’s typically seen across the country.

Memberships and Alliances

Certified Financial PlannerNAPFAFee OnlyVanguardDimensionalXYPN