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Midtown Financial Advisors jobs and careers

United States

About Midtown Financial Advisors

Midtown Financial Advisors is an independent financial planning and wealth management firm, primarily focused in North Carolina. We strive to demonstrate the following core principles in every interaction you have with us: • Our interests are aligned with yours • Partnership means real service, not lip service • We seek optimal solutions, not just whatever is most available or easiest to implement • Our approach is holistic, capable of supporting your complete financial life IMPORTANT DISCLAIMER: Blueprint Financial Advisors d/b/a Midtown Financial Advisors is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. For more information, please visit adviserinfo.sec.gov and search for our firm name. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation to purchase or sell any specific security or of any particular strategy or investment product. This profile should not be considered as a solicitation for services. Securities offered through Maplewood Investments, Inc., member FINRA, SIPC. Advisory services offered through Blueprint Financial Advisors LLC, an SEC Registered Investment Adviser. Maplewood Investments, Inc. and Blueprint Financial Advisors LLC are affiliated. Maplewood Investments, Inc., does not provide tax, legal or accounting advice.

Founded
2016
Employees
1 to 10
Headquarters
United States

Leadership

The top of Midtown Financial Advisors's org chart, with how many people report into each leader.

JPPhoto of Jeff Phillips

Jeff Phillips

Managing Partner

Jobs at Midtown Financial Advisors

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