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My wife & I switched our wealth & investment management to Tim & Alexis at Blend Wealth, and we can’t say enough good things about our experience! From the very beginning, the onboarding process was a breeze—everything was straightforward, well-organized, seamless & hassle-free. The team brings an impressive wealth of experience, knowledge, and intelligence to the table, which immediately puts us at ease.

Their accessibility and promptness are unmatched—every call, text, or email is met with a quick, thoughtful response, and they’re always eager to answer questions, no matter how big or small. One of the many things that sets them apart is their exceptional ability to explain financial concepts & procedures in a way that’s clear and easy to grasp, making the entire process feel approachable and empowering.

The services they offer are incredible! Among personal Wealth & Investment Management services, they offer comprehensive Financial, Tax, Estate, Retirement, Insurance, Giving & Educational planning. It’s comforting to know we are managing the multiple facets of our financial life with one firm thus simplifying the processes to accomplish our financial & retirement goals. It's also important to note that they also provide numerous services for businesses as well.

As part of our tax planning, working with their CPA, Andrew, has also been impressive. Like the rest of the team, he is experienced, detailed oriented, and thorough.

Blend Wealth is less transactional & more relational. Their kind & friendly personalities are a huge asset, turning what could be a dry experience into something genuinely enjoyable. These qualities, among the many others, make Blend Wealth a standout choice for anyone seeking top-tier financial guidance. Highly recommend!

Leah H.

The Blend Wealth team is amazing! Tim and Alexis are incredibly helpful when it comes to teaching and educating. They are two of the kindest and genuine people you can meet. Which have individuals you trust and who are rooting for you when it comes to your financials is so critical.

I have never seen a financial group with so much tangible wisdom. I follow them Instagram and are always learning from the thought leadership pieces they share on how to be a better steward of your money.

Leland G.

Tim, Alexis, and the team at Blend Wealth are the best of the best in the industry. It's almost impossible to find a firm that blends both wealth management AND accounting services. But it makes so much sense and provides so much more value having those two parts of our business and personal life working together. The team is fun, down to earth, and has the highest integrity. I can't recommend them enough!

Brandon

TL;DR - Blend Wealth has far exceeded my expectations. They've given me peace of mind, clear insight into my business finances and have been an extremely reliable resource.

I was hesitant to hire an outside firm to handle my bookkeeping and business tax filing. I generally like to just do things on my own and learn what I need to learn. The investment I've made into having Blend Wealth manage my business finances has more than paid for itself. They've allowed me to spend more time growing my business while not stressing about what I need to do to maximize profitability.

The team at Blend Wealth is incredibly knowledgeable and has put me at ease, knowing that in the event of an IRS audit, I'm 100% prepared (and legal without a doubt).

I wouldn't go anywhere else.

Molly G.

My husband and I had the pleasure of meeting with Tim and Alexis, and we cannot recommend them highly enough. What sets them apart is their ability to seamlessly integrate both business and personal financial planning, ensuring that every aspect of your financial future is aligned. They don’t take a one-size-fits-all approach—instead, they provide customized strategies that evolve with your goals.

Unlike traditional financial advisors you only hear from once a year around tax time, Blend Wealth is truly proactive. They take the time to review your accounts and help you gain a deeper understanding of where your money is going. This level of attention and insight makes you feel empowered in your financial decisions, both for your business and personal life.

As small business owners, we appreciated their expertise in not only helping us structure our financial plans for growth and sustainability but also in providing invaluable insight into business valuation and long-term transition strategies.

Beyond their expertise in financial planning and business valuation, they genuinely care about their clients’ success. Whether you're growing your business, planning for the future, or strategizing for a transition, their guidance is invaluable. We are so grateful for their support and highly recommend them to any business owner looking for a financial team that is engaged, knowledgeable, and truly invested in their clients’ success.

Logan J.

Tim Woodward at Blend Wealth did an outstanding job helping me with a company valuation. His expertise, attention to detail, and commitment to providing top-notch service made the entire process smooth and insightful. Tim was always available to answer questions, offer guidance, and ensure I had a clear understanding of every step. His professionalism and dedication truly set him apart. I highly recommend Tim to anyone in need of financial expertise.

Heather M.

Tim and Alexis at BlendWealth will be an absolute game-changer for your small business! Their expertise, guidance, and personalized approach help navigate financial decisions with confidence. I truly appreciate their dedication and highly recommend BlendWealth to any entrepreneur looking for top-notch financial support!

Emily S.

The whole team is so amazing. They are patient with explaining everything I need to do to keep my business compliant and helping me with next steps for future growth. Tim, Alexis and Andrew have been such a wonderful addition to my business growth!