Mike Allison uses a financial-planning-first approach to working with his clients. It starts with getting on the same page about the goals of a client and the needs of their household. That firm understanding is the bedrock for mapping out a plan to address any financial desires and concerns with investments and risk mitigation strategies.
He is a seasoned financial planner with a passion for helping individuals and businesses achieve their financial goals. He began working in the financial industry in 2006.
Prior to joining Blueprint Financial Advisors in 2025, Mike held key roles at well-known financial institutions. These experiences allowed him to hone his skill in portfolio management, risk assessment, and investment planning. He also built a reputation for delivering personalized financial advice and comprehensive financial plans, as he guided clients through various market conditions and ensured their financial concerns aligned with their unique objectives.
Outside of the office, Mike is a golfer by day and avid reader by night. He dabbles in other outdoor activities as well, such as tennis and pickleball. Fiction titles and biographies are his favorites for books, and a recent read he recommends to others is "The Texas Rangers: A Century of Frontier Defense" by Walter Prescott Webb.
Blueprint Financial Advisors is an independent financial planning and wealth management firm.
We strive to demonstrate the following core principles in every interaction you have with us:
Our interests are aligned with yours
Partnership means real service, not lip service
We seek optimal solutions, not just whatever is most available or easiest to implement
Our approach is holistic, capable of supporting your complete financial life
General Information |
| States Licensed in: | NC, GA |
| Number of Years with Current Firm: | 1 |
| Work Experience: |
Senior Financial Advisor
Blueprint Financial Advisors Financial Planner Jacobs, Coolidge & Company, LLC Senior Financial Advisor Coastal Wealth, a MassMutual firm Financial Representative Consolidated Planning, Inc. Director of Client Relations; Senior Financial Advisor Blackbridge Financial Vice President, Director of Willow Southeast Willow-Investments For Loving Change Director Of Customer Relations Blackbridge Financial Director of Advisory Consulting Private Wealth Advisor |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management |
Services |
| Investment Types: | Options & Futures, Bonds, Mutual Funds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Office, Video Conference, Your Home, Our Office, Phone |
Firm Information |
| Assets Managed by Firm: | $1.1 billion |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Flat Fee |
| Minimum Fee Charged for Managed Accounts: | 1.25% |
Education |
| Bachelor of Arts | University of Kansas 08/1989-05/1994 |
Disclosures |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Blueprint Financial Advisors compensates WiserAdvisor for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. You are under no obligation to work with us, and the consultation is provided at no cost to you. |
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Additional Detailed Disclosures |
Disclaimer |
| Blueprint Financial Advisors ("Blueprint") is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. For more information, please visit adviserinfo.sec.gov and search for our firm name. All content available on this website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security or of any particular strategy or investment product. Blueprint does not represent that any opinion or projection will be realized. Neither Blueprint nor any of its advisers, officers, directors, or affiliates represents that the information presented on this website is accurate, current or complete, and such information is subject to change without notice. Past performance is not a guarantee of future results. Neither this website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract. |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| North Carolina | Georgia |
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