Consolidated Planning Inc. has been a leader in the strategic planning space since our founding in 1981. Starting out in a living room in Charlotte, NC with just four Advisors around a card table, we’ve become one of the premier planning firms in the Southeast by developing a number of specialized processes that put client and strategy first, and products second. That decades long journey has taught us many lessons about what works, and more importantly, what doesn’t work – which our Advisors bring to bear each day for our clients.
SIZE FOSTERS INNOVATION
President & CEO Andy Brincefield acquired the firm from its founder in 2012 and set about modernizing our processes and further expanding into the business planning space. These changes allowed CP to scale in a way that brought about rapid growth – more than doubling the size of the firm in a few short years to over 120 Advisors in 12 offices across the Carolinas and Georgia. Focusing on the well-being of clients and employees alike has helped earn CP numerous awards including being named a “Best Place to Work” each year since 2013.
By 2016 it became clear that there was a growing opportunity for us to take what we had learned in our 35 years in business serving our clients and adapt it to serve the next generation of young professionals with their unique needs. The decision was made to launch a new, separate firm and brand in an effort to provide the same quality of planning services that have defined CP for a generation – with a separate modern, open office location in uptown Charlotte. In 2017 we moved into 800 W. Hill Street and BLUEPRINT was born.
In June of 2018 CP and BLUEPRINT officially merged operations into one location in our flagship office in the South Park area of Charlotte. By opening up the BLUEPRINT services to the entire firm, our hope is that we can serve even more clients in a way that promotes financial confidence across multiple generations, while leveraging the expertise and shared services that have enabled CP to grow and thrive throughout the decades.
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Blueprint is a DBA of Consolidated Planning Inc. Consolidated Planning Inc. is an agency of the Guardian Life Insurance Company of America (Guardian), New York.
Securities products and services offered through Park Avenue Securities LLC (PAS), member FINRA , SIPC. OSJ: 4201 Congress Street Suite 295, Charlotte NC 28209. 800-532-2829.
PAS is an indirect, wholly-owned subsidiary of Guardian. Consolidated Planning Inc. is not an affiliate or subsidiary of PAS or Guardian.
The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2017 Guardian
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