Jeffrey Meenes

CFP®

Blueprint Financial Planning

Financial Advisor

Jeffrey Meenes

CFP®

Blueprint Financial Planning

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeffrey Meenes, CFP®

508.762.1678

Fee-Only financial planner located in Shrewsbury, MA, serving clients locally and across the country

Jeffrey Meenes is a Shrewsbury, MA fee-only financial planner. Blueprint Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jeffrey Meenes is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jeffrey Meenes, MSF, CFP® is the principal and founder of Blueprint Financial Planning. Jeffrey brings a wealth of financial planning and investment experience to the firm. He received his Master's Degree in Finance from Boston College, and a Bachelor's Degree, with honors, in Accounting from the University of Massachusetts, Amherst. He completed his studies in Personal Financial Planning at Boston University and he is a Certified Financial Planner (CFP®).

Jeffrey has served in a variety of financial planning capacities, providing solutions to individuals, families, and businesses. He has over 20 years' experience investing in financial markets, and is an advocate of The Fiduciary Standard, which mandates the highest ethical standards for his profession. He believes financial planning is a valuable tool that serves the needs and well-being of his clients. He has been featured in a regional business and trade publication citing his client advice and perspective on financial planning.

Jeffrey Meenes, MSF, CFP® holds a Series 66 license with The National Association of Securities Dealers and is a Massachusetts Registered Investment Advisor. He is a member of The National Association of Personal Financial Advisors and The Financial Planning Association, and holds an Educator's License in Mathematics from the Massachusetts Department of Education.

Jeffrey lives in Shrewsbury, Massachusetts with his family.

Jeffrey Meenes is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Our mission is to help you create a thoughtful blueprint for your future. The informed, objective advice we provide will optimize your financial decisions and help you achieve your personal goals.

Trust is the cornerstone of our business. Blueprint Financial Planning works in the best interests of its clients at all times. The firm adheres to The Fiduciary Standard, which places a premium on transparency, accountability and the highest ethical standards. The firm does not earn commissions or referral fees for selling products.

Our comprehensive planning services address all aspects of your finances; we offer solutions that are tailored to your individual needs, goals and financial situation. Our clients enjoy the peace of mind that comes from delegating their financial planning to qualified advisors.

We do not take custody of your investments. We work with independent custodians who hold assets in your name. You have access to your account balances, transactions, and performance information at all times.

Our firm principal is a Certified Financial Planner (CFP®) and is  committed to providing informed, objective advice and the highest level of personalized service. We believe this combination affords our clients a time-tested approach that, over the long term, helps grow net worth and improve financial security.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Jeffrey Meenes

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Office Locations:

  • P.O. Box 2
    Shrewsbury, MA 1545

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