Business Details
31 Years
experience
Your Trusted Partner for Financial Planning Solutions
Blakely Financial was founded in 1995 with a commitment to stewardship, focusing on the responsible management of client resources. As independent financial advisors, we prioritize objectivity, integrity, and experience to provide clarity and guidance for our clients' financial goals. Our fiduciary approach ensures that all financial planning and investment solutions are tailored to individual client needs through Commonwealth Financial Network. We believe diversification, risk management, and low fees are essential for long-term success. Our team develops transparent portfolio guidelines while maintaining discipline to avoid emotional decision-making. We specialize in comprehensive wealth management, including retirement planning, investment management, and risk management with insurance solutions.Our services cater to individuals, business owners, families, endowments, and foundations facing diverse financial challenges. We serve clients in High Point, North Carolina, and Marblehead, Massachusetts, with a focus on personalized strategies for financial independence. Our team includes credentialed professionals with certifications such as CFP, CPWA, and AIF, ensuring expertise across financial disciplines. Through community involvement with organizations like United Way and Special Olympics, we strive to make a positive impact beyond financial services.
Services
Financial Planning
Retirement Planning
Investment Management
Risk Management
Wealth Management
Insurance Solutions
Estate Planning
Details
- Year established: 1995
Highlights and features
- We act as fiduciaries, prioritizing client interests in all financial decisions.
- Our team includes credentialed professionals with certifications like CFP and AIF.
- We develop tailored financial plans addressing unique client circumstances.
- Our disciplined investment approach focuses on risk management and diversification.
- We serve diverse client needs with comprehensive wealth management expertise.
Services
Financial Planning
Our financial planning service creates customized strategies aligned with your unique goals and circumstances. We conduct comprehensive assessments of your financial situation to develop actionable plans for wealth growth and preservation. Our advisors provide ongoing guidance to adapt strategies as your life evolves.
Investment Management
We offer objective investment management tailored to your specific financial objectives and risk tolerance. Our disciplined approach focuses on diversification, risk management, and portfolio rebalancing. Our team continuously monitors market conditions to optimize investment performance for long-term growth.
Retirement Planning
Our retirement planning service helps you build confidence in your post-career financial security. We develop strategies to maximize retirement income while preserving wealth for future generations. Our comprehensive approach addresses estate planning, tax considerations, and sustainable withdrawal strategies.
Risk Management
We provide customized risk management solutions to protect your financial legacy and loved ones. Our insurance planning evaluates life, disability, and long-term care coverage needs. We help clients implement protective strategies that integrate with their overall financial plans.
Wealth Management
Our wealth management service addresses complex financial needs for individuals and organizations. We coordinate investment management, tax planning, and estate strategies to preserve and transfer wealth effectively. Our holistic approach serves business owners, families, and nonprofit organizations with tailored solutions.
People
Robert Blakely
Founder, Financial Advisor
Robert founded Blakely Financial in 1995, focusing on comprehensive wealth planning. He holds multiple certifications including CFP, ChFC, and CLU. His expertise guides clients toward achieving their financial goals through personalized strategies.
Emily Promise
President, Financial Advisor
Emily provides comprehensive financial planning with experience from Goldman Sachs and Commonwealth Financial Network. As CFP and CRPC professional, she specializes in helping women achieve financial independence through tailored strategies.
Steve LaFrance
Director of Investment Management
Steve leads investment management with global wealth management experience. He holds CFP and ChSNC certifications, focusing on developing portfolio guidelines and maintaining disciplined investment strategies for client portfolios.
Yesenia Davila
Client Services Manager
Yesenia manages client operations and paperwork with FPQP certification. She joined Blakely Financial in 2023, bringing expertise in client relationship management and daily operational support for financial advisors.
Rebecca Linhart
Financial Advisor (Retired)
Rebecca served as a financial advisor before retirement, offering affiliated partner services through Light Tower Financial Strategies. Her experience contributed to Blakely Financial's comprehensive approach to client wealth management.
Questions
What financial services do you offer?
We provide financial planning, investment management, retirement planning, risk management, and wealth management services for individuals, families, and organizations.
How are you different from other financial advisors?
As fiduciaries, we prioritize client interests with objective advice. Our credentialed team combines diverse expertise with personalized strategies for comprehensive wealth management.
What is your investment approach?
We use disciplined, diversified strategies focusing on risk management and portfolio rebalancing. Our approach avoids emotional decisions while maintaining transparent portfolio guidelines.
Do you have minimum account requirements?
Yes, we maintain minimum financial planning fees and investment thresholds to ensure quality service for all clients while preserving existing partnership quality.
What areas do you serve?
We primarily serve clients in High Point, North Carolina, and Marblehead, Massachusetts, with nationwide capabilities through proper registrations.
