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 entrepreneurs, small business owners, and key decision-makers achieve their 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.
Sonny Blanchard is a Richmond, TX fee-only financial planner. Blanchard Wealth Partners, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets. As a fee-only, fiduciary, and independent financial advisor, Sonny Blanchard is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As a Certified Public Accountant, Personal Financial Specialist, and CERTIFIED FINANCIAL PLANNER™ professional, I am uniquely positioned to help small business owners, entrepreneurs, and young executives find clarity, direction, and purpose in their financial lives.
My career has taken me down a variety of paths, but it has always been important to be to share my knowledge and experience with others like me. I'm talking about you highly motivated self-starters, entrepreneurs, and decision-makers. You find satisfaction in a hard day's work, and you push yourself to your limits. You're out there creating, selling, directing, motivating, and changing the world. You find joy in serving others.
This is exactly why I got into the business of helping people and why I enjoy what I do. I love the challenge of educating and advising you on the intricacies of managing your personal and business finances as well as discovering and implementing solutions that help you reach your financial goals.
Have you ever asked yourself these questions?
- How do I best integrate my business and personal finances while managing cash flow?
- How do I transition from employee to self-employed?
- How do I protect my personal assets from my business activity?
- What insurance do I need to protect my family and my business?
- How do I pay myself from by business? How much?
- How do I select the right legal and tax entity for my business?
- How do I save for retirement? How much? What type of plan is best?
- What are my tax obligations? How do I pay less taxes?
- Do I need to make estimated payments? What are estimated payments?
These questions are exactly the ones that require a professional with the right education, credentials, and experience to answer. And who better to partner with than someone who understands the trials and rigors of small business ownership and entrepreneurship? Let us help you navigate through the tough financial decisions so you can continue to Focus on Your Passion.
If you'd like to schedule a free consultation, send me a message at sonny@blanchardwealth.com, call us at (346) 239-1401, or visit our website at www.blanchardwealth.com.
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.
We aim to provide exceptional client service and expert advice to entrepreneurs, small business owners, and decision-makers in many facets of business and personal 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Tax Planning
- Tax Preparation
- Retirement Plans
- Investment Management
Ideal Clients
- Business Owners and Executives
- Entrepreneurs
Working Together
- Complimentary Initial Consultation
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
-
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.
-
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.
-
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.
-
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.
-
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:
-
121 Farm to Market 359
Richmond, TX 77406