Steve Blankenship

CFP®

Heritage Financial Planning

Founder & Managing Member

Steve Blankenship

CFP®

Heritage Financial Planning

Founder & Managing Member

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

214-446-2100

Fee-Only financial planner with offices in Dallas, TX, and Atlanta, GA serving clients locally and across the country

Meet Steve Blankenship

Steve Blankenship, a CERTIFIED FINANCIAL PLANNER™ professional, is the founding principal of Heritage Financial Planning in Grapevine, Texas; Dallas, Texas; and Atlanta, Georgia. Steve founded Heritage Financial Planning in order to be a beacon among the overwhelming quantity and all too often biased financial advice that is prevalent in the marketplace today. “Heritage is a different type of financial planning firm in that we provide our clients with advice and planning that is customized to their individual situations, dreams and realities.” Steve says that he likes to think of each client’s situation as being similar to a fingerprint; unique to each individual. Heritage embraces this reality and aspires to provide the best financial advice available customized to each individual’s particular situation.

In order to provide the most objective and best suited advice to its clients, Steve insisted that Heritage be operated as a Fee-Only firm. “By working in a Fee-Only manner, we are able to remove conflicts of interest regarding compensation since we do not receive any commissions or sales incentives for the strategies we recommend.” This model has received national acclaim from experts in personal finance including the likes of Jonathan Clements and Jane Bryant Quinn.

Steve earned a Bachelor of Business Administration degree from Baylor University, where he majored in Financial Services and Planning and was awarded “Most Outstanding Student in Financial Services and Planning.”

Prior to founding Heritage Financial Planning, Steve worked in a variety of positions in the financial planning industry including the Wealth Management practices of both Ernst & Young, LLP and Arthur Andersen, LLP. He also served clients at Quest Capital Management and State Farm Insurance earlier in his career. Steve’s wide range of experience has allowed him to work with and be mentored by four planners who were ultimately named to Worth Magazine’s Top Financial Advisors in America.

Steve is a member of NAPFA (National Association of Personal Financial Advisors) the nation's largest association of fee-only financial planners and FPA (Financial Planning Association).

Steve enjoys spending time with his family. When he’s not in the office, Steve enjoys fishing and, during the fall, cheering on his Tennessee Volunteer football team.

Steve Blankenship is a Member of the National Association of Personal Financial Advisors

The 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.

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.

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

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Steve Blankenship is a NAPFA-Registered Financial Advisor

    The 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.

Contact Steve Blankenship

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Office Locations:

  • 10440 N Central Expy
    Suite 1120
    Dallas, TX 75231
  • 400 Galleria Parkway
    Suite 1500
    Atlanta, GA 30339
  • 1111 South Main Street
    Grapevine, TX 76051

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