BluePrint Investments and Tax Planning

Gary Burnell, Principal

BluePrint Investments and Tax Planning is an independent registered investment adviser headquartered in Incline Village, Nevada, at Lake Tahoe, serving clients across the country. The firm is led by Principal Gary Burnell, who began his career as a financial advisor in the 1980s.

Our mission is simple: we have the client, and only the client, in mind. We build portfolios tailored to each client's risk tolerance, assets and goals, with quantified risk management and a disciplined focus on keeping investment costs low.

We're known for three things: employer retirement plans, including 401(k), profit-sharing and cash balance plans; expertise in asset management and alternative investments; and serving as the investment advisor partner for tax professionals, helping CPAs and tax pros build an investment business of their own.

We're a small, independent RIA built for advisors who want the freedom of independence without having to go it alone.

• Own your book and your brand. Your client relationships are yours, and you can run your practice under your own DBA name.
• Keep more of what you earn. Our compensation is designed to pay more than a typical broker-dealer payout.
• Work where you live. We're remote-friendly and serve clients nationwide. No relocation required.
• Support that lets you focus on clients. Centralized compliance, operations and back-office support, plus professional portfolio management, advanced planning, and case design and presentation help.
• Specialties that set you apart. Get hands-on experience with employer retirement plans, including cash balance plans, and with alternative investments, capabilities many advisors never get access to.
• Room to grow. Newer advisors learn directly from a principal who has been in the business since the 1980s.
• A home for tax professionals. CPAs and tax pros can partner with us to add investment management to their practice and get paid as their clients' advisor, with no fees or costs to join.
• A fair look for every advisor. A disclosure on your U4 doesn't automatically rule you out here. We review every situation individually and confidentially, and we look at the whole advisor, not just one line on a report.

Whether you're bringing an established book, adding investment services to a tax practice, or early in your career and eager to learn, we'd like to talk.