A Beacon To Keep
You on Course

Shining light on your financial future

Safeguard Your Aspirations

We’re an independent wealth management firm that has served as a beacon of safety and support for our clients for years, carefully watching over their financial dreams.

Strategies Aimed To Help You Succeed

You’ll get assistance with goal setting, life transitions, and ongoing wealth management needs. With each new life event or development, we address situations as they arise, refine your plan, coach you with seasoned advice, and help you every step of the way.

Retirement Planning

So you are well positioned to pursue your dreams

Wealth Accumulation Planning

So your investments address your objectives and comfort level for risk

Education Planning

To prioritize college savings without jeopardizing your financial well-being

Comprehensive Financial Planning

To identify the planning steps to take for your financial future

Portfolio Management

So you benefit from smart, strategic management of your portfolio

Collaboration for Estate & Tax Planning

To help you pass on your assets to whom you choose

Giving Back With Full Hearts

Giving Back With Full Hearts

We’re grateful to play a role in the community we call home, and we channel that into a strong spirit of involvement that serves our neighbors and friends. Learn more about the important causes we support.

Your Caring Guide

Your Caring Guide

We believe true wealth means more than your bottom line.

We’ll crunch numbers for you all day, but our care runs deeper to make sure you can protect and pursue what matters most. When you partner with us, you get a competent, knowledgeable, and caring advisor as your guide. We’ll walk you through the process, helping you uncover opportunities and take on challenges.

Work With a Recognized Advisor

We have a history of excellence at Blanchette Financial Group. Stephen Blanchette has earned the 2022 Five Star Wealth Manager Award and the 2021 Forbes Best-In-State Wealth Advisors Award.

2022 Five Star Wealth Management Stephanie Blanchette

2014-2016, 2019-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in June 2022 based on data gathered between May 2021 and February 2022. 1,779 wealth managers were considered; 252 were named. Advisors pay a fee to hold out this award. Not indicative of Advisor’s future performance. Your experience may vary. Click here more information.

Best-In-State Wealth Advisors 2021 Shook Research

2021 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2021 based on data gathered from June 2019 to June 2020.  32,725 Advisors were considered, approximately 5000 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

Stay on Course

Let us show you how you can gain greater clarity, confidence, and direction to stay focused and on course.

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