As your guide, we walk beside you through all stages of your financial journey. Whether celebrating successes or navigating uncertain markets, we work diligently to help you avoid emotional mistakes, so you stay on course toward financial freedom.
*Each year, Commonwealth, the firm we partner with to help us better serve you, recognizes President’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President’s Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Stephen P. Blanchette, CFP®, AIF®
Stephen is a financial planner, private wealth advisor, and owner of The Blanchette Financial Group, Inc. He is a graduate of Pennsylvania State University’s Smeal College of Business. Prior to his work as a financial planner and business owner, he spent time with AllianceBernstein, one of the largest institutional money managers in the world, at their New York City office. After a long career in the financial planning world, Stephen knew he wanted to offer something beyond what the bigger firms delivered, personal touch, and a real connection with his clients. He works diligently to help clients and their families achieve their very specific and unique financial goals.
He is an Investment Adviser Representative of Commonwealth Financial Network®. He holds licenses and registrations that include NASAA Series 66 (Combined Investment Advisor, Uniform State Law) registration and life, accident, and health insurance licenses.
Stephen is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® certification examination. The exam covers the financial planning process, risk management, investments, tax planning, retirement planning, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP® Board’s Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards.
Stephen earned the Accredited Investment Fiduciary® designation from the Center of Fiduciary Studies. The AIF® designation certifies that he has specialized knowledge of fiduciary standards of care and their application to the investment management process.
Stephen is proud to have been recognized as a President's Club advisor, a distinction based on annual production attained by just 17 percent of advisors affiliated with our broker/dealer, Commonwealth Financial Network®. Each year, Commonwealth recognizes President’s Club advisors by inviting them to an exclusive gathering of their peers and leading industry experts. President’s Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to clients.
The Blanchette family lives in Newburyport, Massachusetts. Stephen and Jeannine have two sons, Nicholas and Andrew, and a Golden Retriever named Loki. They volunteer locally as a family through many organizations like Our Neighbor’s Table (www.ourneighborstable.org) and many other local and national philanthropies. Together, they also enjoy skiing, Boston sports, Penn State football, Broadway theater, and all that the Greater Newburyport area has to offer.
Stephen serves as a trustee for the Newburyport Bank and on finance committees for The Firehouse Center for the Arts, Immaculate Conception Parish, and the Saint Basil’s Salvatorian Center, and previously served on the finance committee for Anna Jaques Hospital.
American University School of International Service
After graduating from American University in Washington D.C., Allison started her career as an administrative assistant at Stonehearth Capital Management. With her CFP® certification under her belt, she rose through the ranks of the financial planning world — from a paraplanner to a financial planning specialist to the co-director of financial planning at Baystate Financial, managing a team of 12 who created financial plans for Baystate’s advisors.
In 2018, after the birth of her son, Allison sought a position closer to home, where she could continue to make a positive impact on people’s lives. After meeting the Blanchette Financial Group team, Allison knew she’d found a company where she could feel at home. In her role, Allison assists Stephen with building and analyzing financial plans and provides exceptional customer service to our clients.
Allison lives in Groveland with her son, Julian, and daughter, Zoe. In her free time, she enjoys traveling with her family and cheering on all Boston-based sports teams. Allison and Nick are members of the Essex County Greenbelt Association and enjoy gardening (though she claims to be cursed with a black thumb).
Allison also volunteers with the Dana-Farber Cancer Institute as a financial coach, providing pro bono financial planning assistance to patients and their families.
Administrative and Client Service Specialist
In her role as administrative and client service specialist, Catherine handles all aspects of account administration, including forms processing, updates, transaction requests, and account research. She is available to answer any questions in these areas. Catherine graduated from National University in San Diego, California, with a bachelor’s degree in business administration and a concentration in computer science. She lives in Merrimac, Massachusetts, with her husband, Darrel, and son, Jason. She enjoys sailing, hiking, skiing, gardening, and “all things outdoors.”
Our Extended Team
Through our affiliation with Commonwealth Financial Network®, we have access to teams of investment research specialists and advanced planning professionals to help us better serve your needs. Use these buttons to learn more about our support teams.