DEDICATED FINANCIAL LIFE GUIDES
DISCOVER THE FEE-ONLY DIFFERENCE.
We strive to provide exceptional client service and expert advice to entrepreneurs, small business owners, and decision-makers in many facets of business and personal 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.
Proud member of XY Planning Network!
Advisors displaying this badge have been accepted into XY Planning Network by vowing to adhere to strict fiduciary standards. XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve their Gen X and Gen Y peers by providing comprehensive financial planning services without product sales or asset minimums.
Blanchard Wealth Partners is committed to upholding the highest standards of excellence and care for our clients. We embrace our fiduciary duty to always put the needs of the client first.
SONNY BLANCHARD, CPA/PFS, CFP®
PRESIDENT & COO
As a Certified Public Accountant, Personal Financial Specialist, and CERTIFIED FINANCIAL PLANNER™ professional, I am uniquely positioned to help small business owners, entrepreneurs, and young executives find clarity, direction, and purpose in their financial lives.
My career has taken me down a variety of paths, but it has always been important to be to share my knowledge and experience with others like me. I'm talking about you high-motivated self-starters, entrepreneurs, and decision-makers. You find satisfaction in a hard day's work, and you push yourself to your limits. You're out there creating, selling, directing, motivating, and changing the world. You find joy in serving others.
This is exactly why I got into the business of helping people and why I enjoy what I do. I love the challenge of educating and advising you on the intricacies of managing your personal and business finances as well as discovering and implementing solutions that help you reach your financial goals.
HAVE YOU EVER ASKED YOURSELF THESE QUESTIONS?
How do I best integrate my business and personal finances while managing cash flow?
These questions are exactly the ones that require a professional with the right education, credentials, and experience to answer. And who better to partner with than someone who understands the trials and rigors of small business ownership and entrepreneurship? Let us help you navigate through the tough financial decisions so you can continue to
Focus on Your Passion.
I offer free 45-minute consultations to discuss your situation and how we might be able to assist you. Send me an email at firstname.lastname@example.org, call us at (346) 239-1400, or schedule your free consultation to request an appointment.