Blanchard Wealth Partners, LLC
Blanchard Wealth Parters, LLC is an independent, fee-only Registered Investment Adviser firm located in the heart of Fort Bend County in Richmond, Texas. We provide holistic, personalized services to help you achieve your financial goals. No matter where you are in life, we will help you build a secure and independent future.
We succeed by providing excellent client service and expert advice to individuals, families, and businesses in many facets of tax and financial planning. We honor our fiduciary duty above all, and practice full disclosure, due-diligence, and client communication. We work in a collaborative atmosphere with our clients, with whom we reach mutual agreement on every phase of the financial planning process.
We do not receive commissions or sell any products. Our fixed-fee model allows us to work with clients without conflicts of interest and who may have little or no investments, which can sometimes restrict access to much-needed advice by steep minimums required at other firms.
Our relationship with Blanchard CPA, PLLC, an affilitated CPA firm owned by BWP President, Sonny Blanchard, allows us to offer integrated and comprehensive services regarding tax strategies and the tax consequences related to decisions made while providing financial planning and investment advisory services. Blanchard CPA is also available for the preparation of individual, business, and trust tax returns for clients of Blanchard Wealth Partners.