Disclosures

Blend Wealth Advisors LLC (“Blend Wealth”) is a registered investment advisor located in the State of Indiana. Blend Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Registration does not imply a certain level of skill or training.

The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Follow-up or individualized responses to consumers in a particular state by Blend Wealth in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Blend Wealth, unless otherwise specifically cited.

Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.

All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Accounting, Tax, Payroll and CFO Advisory services referred to within this website are offered through Blend Wealth Accounting LLC a separate entity from Blend Wealth Advisors LLC. 

Blend Wealth Advisors LLC and Blend Wealth Accounting LLC are two separate legal entities with common ownership, although separate, the entities do offer and market comprehensive services under one name, Blend Wealth.

Less transactional, more relational.