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Blend Wealth | Budgeting & Forecasting, Business Tax Preparation, Cash Flow Management

Blend Wealth

Typically responds within 100 hours
FOUNDING YEAR
2021
NUMBER OF EMPLOYEES
6 - 20 employees
CREDENTIALS
CFP®
LOCATION
Indianapolis, Indiana
SUPPORT
Dedicated Staff
SOFTWARE
Blend Wealth
At Blend Wealth, we simplify and optimize the entire financial life of business owners and high-earning families. We’re an accounting and fee-only wealth management firm built to help:
✔️ Business owners increase profit and reduce taxes
✔️ Families grow, protect, and transfer wealth

Our mission is to help business owners and families reach both their business and personal goals by bringing clarity, strategy and proactive guidance to every area of their financial life.

We integrate tax, accounting and wealth management into one coordinated system, so you’re not stuck managing multiple firms or playing financial quarterback. With Blend, you get a single point of contact backed by a team that sees the full picture and acts quickly.

We work best with business owners earning $500K–$30M in revenue and families earning $200K+ annually who want a proactive, all-in-one financial partner.

What We Offer:

For Businesses:

• Accounting & Tax: Bookkeeping, payroll, monthly financials, tax preparation
• Tax Strategy: Entity review, strategy identification and implementation, quarterly estimated tax payments, strategy meetings
• Fractional CFO: Forecasting, financial analysis, monthly strategic meetings
• Business Valuations: For exit planning, M&A, succession, buy/sell agreements
• Retirement Plans: Solo & Group 401(k)s, Cash Balance Plans

For Individuals & Families:

• Wealth Management: Financial planning, investment management, tax planning & filing, estate planning, retirement planning, insurance planning and education planning all delivered by one team.

Clients who would be a good fit

Our ideal client is a motivated business owner looking to grow and wants to partner with a team to help with their business and/or personal finances.

Clients who wouldNOTbe a good fit

Business owners making less than $500K of revenue.

Minimum Financial Requirements

Annual Income
$250,000
Annual Revenue
$500,000

Client Specialties

Preferred Industry

Industries Blend Wealth doesNOTserve

Services Offered

Service Pricing

Monthly Fixed Fee
$500 to $10,000

Meeting Options

In person meetings
Video meetings

Industries Blend Wealth doesNOTserve

Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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