Blend Wealth has been amazing to work with. We transitioned medium size business bookkeeping, monthly P&L, payroll, financial planning and taxes. They are detailed oriented, give you and your business the time and attention it deserves, have met every expectation we've requested and so much more. I would recommend them to anyone who is looking to grow their business with a trusted partner. Thank you Tim, Andrew and team!

-Chayden

Thank you, Tim and Andrew for blessing our family with amazing support transitioning our businesses to Blend Wealth. The professionalism, communication, availability, expertise, follow up and follow through have all been first class and 5 Star worthy! I’m excited that our bookkeeping and accounting needs are in trustworthy hands and I look forward to learning better ways to secure and leverage our assets and businesses as we grow together.

-Jamar

“Tim and Alexis are amazing and take the meaning of fiduciary to its full extent. Their service is personal and accommodating. They not only help with basic investment strategies, but with full estate planning including tax break advantage advice, insurance, notary service and more. We trust them implicitly and they have our business for life.”

-Viktoria

My wife and I found Alexis and Tim on XYPlanning to find a CFP and CPA. Their focus on Christian values and the fact they are familiar with dealing with a blended family structure stood out…and they have been invaluable. They identified we were overpaying our paycheck tax deductions, made some changes to our investment portfolios, made suggestions of our insurance options, and set up retirement accounts to maximize tax benefits. Tim and Alexis have been proactive with answering all of our questions, and I can text or call and know they will answer or return my call promptly…Blend Wealth has been a real value add.

-James

“Tim and Alexis are truly top notch. I decided to work with them as my fiancé and I prepare to get married. To say that they are incredible does not do them justice. The attention to detail and way they work in tandem truly gives you an amazing experience. I feel so much better about every aspect of my finances and business planning after working with Blend Wealth. I 10/10 Recommend.”

-Broc

“Blend Wealth is AMAZING! We love their accounting services for our business! And we have referred them to at least 15 other businesses!”

-Mason

“Tim and Alexis are an awesome team! They are so thorough and talented at providing the level of detail we need! We appreciate how articulate they are in matters we just don’t have the time for. They both give us peace of mind that we are in excellent hands! Thanks Tim and Alexis!”

-Debbie

“Blend Wealth has been amazing to work with. They have easily been able to accommodate all my requests and accomplish all the goals that they set out to do in a short amount of time. They provide excellent service from the top down. It’s been an excellent process and I’m so glad I have them on our team!”

-Terry

“The Blend Wealth team is awesome! Alexis and Tim are relationship based and truly understand what it is to align values and money. They are fee-only as well, so they keep objective advice and do not sell any products. Highly recommend!”

-Peter

“Tim and Alexis are the kindest, most attentive people. They take time to dive deep into your finances and explain it in a way anyone can understand! They are also faith centered and help clients incorporate this into their financial plan. Highly recommend them to everyone!”

-Tifany

“I’ve been working with Blend Wealth for years, and greatly appreciate the advice they give me. Most recently, they helped me finally tackle the set up of my will/trust. It has felt like a huge task looming over me for years, but with their help it was a shockingly simple process. It feels so good to finally have that protection in place for my family, which wouldn’t have happened without their guidance.”

-Brandy

“Our experience with Blend Wealth has been nothing short of amazing. I was really nervous going into the process because of overwhelm with where to start. They have not only made everything simple and easy, but have eased all of my concerns as well. I love that they take into account our fundamental beliefs as a family and came up with a plan that is tailored to us. For the first time I am excited about our long term financial plans and I am excited to continue this journey with them.”

-Whitney

My wife and I use Blend Wealth for financial planning and retirement…I quickly learned the benefits of a fiduciary advisor and how I was not getting that…It was very frustrating to quickly see how most of my investments with a previous planner were higher in expense ratios and had a lot of unnecessary fees…In these 4 months, we have reinvested all my accounts , had a 3rd party insurance analysis to update my term life insurance coverage, and we have completed estate planning by creating a trust/wills/healthcare directives for my family…I can’t say enough about how pleased we are and how big a difference we have felt using Blend. Give Tim and Alexis a try, they won’t disappoint!

-Ethan

"Love Blend Wealth! They really are the one stop shop for everything in your financial life. It's nice to be able to call one person to cover your Wealth Management, CPA, Accounting, bookkeeping, entity structuring, estate planning, and tax strategy needs. This is something every high income earner and business owner needs in their life!"

-Scott