Sonny Blanchard
CPA/PFS, CFP®
Blanchard Wealth Partners, LLC
President
Sonny Blanchard
CPA/PFS, CFP®
Blanchard Wealth Partners, LLC
President
As a fee-only financial planner and CPA, my focus is to offer unbiased financial advice to help you achieve your financial goals. - Sonny Blanchard, CPA/PFS, CFP®
Fee-Only financial planner and CPA located in Richmond, TX, dedicated to providing exceptional service and advice to clients locally and across the country.
My name is Sonny Blanchard and I'm a CPA and CFP® Professional who loves helping small business owners, young professionals, and anyone looking to take advantage of early advice for their financial future by providing exceptional financial planning and investment management solutions.
The people I most enjoy working with are those who are eager to learn more about personal finance and seek the value you can receive from an independent, fee-only advisor. If you are going through a major change in life, such as marriage, having children, switching jobs, retirement, etc., I'm here to help you.
I got into this business to help people who were like me, looking for answers to create the best possible financial future and ready to get to work to make it happen.
One of the great benefits of working with a CERTIFIED FINANCIAL PLANNER™ Professional who is also your CPA is the deep integration of tax planning strategies in your financial planning and investment management. Some of the areas that are affected by taxes and require extra attention in your strategy are:
- Asset Allocation
- Asset Location
- Insurance
- Retirement Income Withdrawals
- Methods of Retirement Savings
- Education Planning
- Rebalancing
Ready to get started? Send me a message at sonny@blanchardwealth.com or call us at (346) 239-1401.
Blanchard Wealth Parters, LLC is an independent, fee-only Registered Investment Adviser firm located in the heart of Fort Bend County in Richmond, Texas. We provide holistic, personalized services to help you achieve your financial goals. No matter where you are in life, we will help you build a secure and independent future.
We succeed by providing excellent client service and expert advice to individuals, families, and businesses in many facets of tax and financial planning. We honor our fiduciary duty above all, and practice full disclosure, due-diligence, and client communication. We work in a collaborative atmosphere with our clients, with whom we reach mutual agreement on every phase of the financial planning process.
We do not receive commissions or sell any products. Our fixed-fee model allows us to work with clients without conflicts of interest and who may have little or no investments, which can sometimes restrict access to much-needed advice by steep minimums required at other firms.
Our relationship with Blanchard CPA, PLLC, an affilitated CPA firm owned by BWP President, Sonny Blanchard, allows us to offer integrated and comprehensive services regarding tax strategies and the tax consequences related to decisions made while providing financial planning and investment advisory services. Blanchard CPA is also available for the preparation of individual, business, and trust tax returns for clients of Blanchard Wealth Partners.
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
- Tax Preparation
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
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Sonny Blanchard is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Sonny Blanchard is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Sonny Blanchard is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Sonny Blanchard is a Certified Public Accountant (Learn More)Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.
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Sonny Blanchard is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Contact Sonny Blanchard
Office Locations:
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121 Farm to Market 359
Richmond, TX 77406