We recognize the importance of building long-term positive connections with our clients and their families. We take the time to listen to their priorities and values then provide thoughtful advice as we create solutions to help clients meet their financial needs throughout their lives.

Step-by-Step Advice

We guide successful individuals, families and independent women through investment, tax, trust, insurance, estate, charity, and beneficiary planning strategies. We take an educational approach, explain each step of the process and work side by side with clients to put their plan in place. Learn More 

 

Your Priorities

We work together to build your plan for the future and direct our conversations to uncover what really matters to you and your family. Learn More 

 

Guidance

We provide personalized guidance every step of the way. As financial questions arise —and circumstances change—we are here to offer information, trusted advice, and investment insights to help clients make informed decisions for them and their family. Learn More 

Wells Fargo Advisors Platinum Council

Laura Blanton has been recognized in each year from 2018 – 2023 as Platinum Council Advisors for Wells Fargo Advisors. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

 

¹ Forbes Best-In-State Wealth Advisors

Laura Blanton has been recognized as a Forbes Best-In-State Wealth Advisors for 2023. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Click here to learn more

 

² Forbes Top Next-Gen Wealth Advisor

Laura Blanton has been recognized as a Forbes Top Next-Gen Wealth Advisor for 2019 and 2023. The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

 

³ Forbes Top Women Advisors Best-in-State

Laura Blanton has been recognized as a Forbes Top Women Advisors Best-in-State for 2022 and 2023. Forbes Best-In-State Women Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.