16365 Park Ten Place,
• Practice founded in 2005• Opened first office in 2007• Expanded office in 2010• First administrative assistant in 2014• Expanded office in 2016• Acquired first practice in 2016• Second administrative assistant in 2016• Added second advisor in 2018• Added third advisor and expanded the office again in 2020• Added fourth advisor and third administrative assistant in 2021• Added fifth advisor in 2022
• Acquired second practice in 2023
Blue Maple Financial currently includes three advisors and two administrative assistants. We currently have an office in the lobby of our building and are expanding again in the near future. Ideally the new office should allow the addition of at least 5 new members to the practice.
To build a group of 10 or more professional advisors that excel in serving our clientele. Advisors associated with Blue Maple Financial will focus on retirement planning, business planning and asset management utilizing a comprehensive financial planning approach.
"My final destination for Blue Maple is for me to retire and transition the practice to the new generation of advisors. I will build a team that will continue to service our clientele, including myself and my family, beyond the length of my career. I am building my own succession plan."
Blue Maple financial advisors are independent advisors associated with LPL Financial but also employees of Blue Maple Financial. Blue Maple provides a competitive salary, commiserate to the value the advisor brings to the practice, plus an incentive-based bonus aimed to help grow the practice. Blue Maple also offers paid medical, dental and vision insurance, life and disability insurance, and access to a 401(k) and profit sharing with 6% dollar for dollar matching for employees. Advisors are expected to grow the practice through working with existing clientele and recruiting new clients.