467: Andrea Swope, Blueprint Financial Advisors
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Welcome back to The BrandBuilders Podcast. I’m Brian Young here with the president of The Dunstan Group, Scott Dunstan. Today, we’re sitting down with someone who is quietly building one of the most exciting financial services stories in Charlotte.
Andrea Swope is a founding force behind Blueprint Financial Advisors — a Charlotte-based registered investment advisor that launched in 2021 with a single advisor and a little over $20 million in assets. Fast forward to the end of 2025, and Blueprint is managing $1.4 billion. That’s not a typo.
But what makes Andrea’s story compelling isn’t just the growth. It’s the how. Blueprint was built on a philosophy that, frankly, you don’t hear a lot in the financial world: put the advisor first. Handle all the infrastructure, compliance, operations, technology, and asset management behind the scenes, so the advisor can stay front and center with their clients.
In 2024, Blueprint doubled down on that vision in a big way, acquiring a broker-dealer, launching Blueprint Insurance Services, and creating a brand new ETF. It’s a full-service financial platform, built right here in Charlotte.
Andrea, welcome to the BrandBuilders Podcast!