Blend Wealth Advisors LLC, doing business as Blend Wealth, is an investment adviser registered with the State of Indiana. Investment advisory services are offered only in jurisdictions where the firm is appropriately registered or qualifies for an applicable exemption or exclusion from registration requirements. Registration does not imply a particular level of skill or training or constitute approval or endorsement by any regulatory authority.

Information on this website, including articles, videos, and other materials, is provided for general informational and educational purposes. It is not personalized investment, financial planning, accounting, tax, or legal advice and does not take into account your individual circumstances. Before acting on information presented here, consult the appropriate professional regarding your particular situation.

Opinions expressed are those of the identified author or service provider and may change. Information obtained from third-party sources is believed to be reliable, but its accuracy and completeness are not guaranteed.

Visiting this website or contacting either firm does not, by itself, establish a client relationship. The services provided, responsible service provider, fees, and other engagement terms are described in the applicable written agreement.

Affiliated Accounting and Tax Services

Blend Wealth Advisors LLC and Blend Wealth Accounting LLC are separate legal entities under common ownership that market their services under the Blend Wealth name. Investment advisory services, including investment management and financial planning, are provided by Blend Wealth Advisors LLC. Accounting, tax preparation, bookkeeping, payroll, fractional CFO, business valuation, and related consulting services are provided by Blend Wealth Accounting LLC under separate engagement agreements and fee arrangements.

Tax planning may be included within a client’s financial planning engagement with Blend Wealth Advisors LLC, depending on the agreed scope of services. Tax preparation and other services separately provided by Blend Wealth Accounting LLC are not included in the advisory fee. Coordination between the firms, including in connection with Family Office Services, does not eliminate the separate agreements and fees applicable to each entity’s services.

Investment and Planning Risks

Investing involves risk, including possible loss of principal. No investment strategy, asset allocation, diversification approach, financial plan, or tax strategy guarantees a particular outcome. Financial projections and illustrations depend on assumptions, and actual results may differ materially. Past performance does not guarantee future results.

Additional Information

Additional information about Blend Wealth Advisors LLC’s services, fees, conflicts of interest, and business practices is available in its Form ADV Part 2A brochure. Information about the advisory firm’s collection, use, disclosure, and protection of nonpublic personal information is available in its Privacy Policy.