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Dedicated financial life guides

Who We Are


Discover the Fee-Only Difference

NAPFA


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.

Focus

Allow us to become a trusted partner and guide to be available and to provide insightful advice to enable you to make informed financial decisions.

Integrity

We maintain the highest ethical standards. This is always reflected in our advice and actions.

Professionalism

We combine expertise and experience to give each client the close personal and professional attention he or she deserves.

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® Photo Sonny Blanchard, CPA/PFS, CFP® Hover Photo
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Sonny Blanchard, CPA/PFS, CFP®

President & CCO

My name is Sonny Blanchard and I'm a CPA and CFP® Professional who loves helping small business owners, young professionals, and anyone looking to take advantage of early advice for their financial future by providing exceptional financial planning and investment management solutions.

The people I most enjoy working with are those who are eager to learn more about personal finance and seek the value you can receive from an independent, fee-only advisor. If you are going through a major change in life, such as marriage, having children, switching jobs, retirement, etc., I'm here to help you.

One of the great benefits of working with a CERTIFIED FINANCIAL PLANNER™ Professional who is also your CPA is the deep integration of tax planning strategies in your financial planning and investment management. Some of the areas that are affected by taxes and require extra attention in your strategy are:

  • Asset Allocation 
  • Asset Location
  • Insurance
  • Retirement Income Withdrawals
  • Methods of Retirement Savings
  • Education Planning
  • Rebalancing

I got into this business to help people who were like me, looking for answers to create the best possible financial future and ready to get to work to make it happen.

Ready to get started? Send me a message at sonny@blanchardwealth.com or call us at (346) 239-1401.

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