We help pilots build wealth and save thousands in taxes.

Ensure your finances soar.

Many pilots want to reduce uncertainty in their finances and:

Pay less taxes

Know they’re on track to meet goals

Pursue businesses and/or real estate

Have a plan for retirement

Put estate plan documents in place

Have a single point of contact for their entire financial life

Precise Planning for Pilots

As an accounting and wealth management firm dedicated to serving pilots, we recognize your unique challenges and help you build, protect and transfer your wealth.

Pilots have an incredible opportunity to build a plan that emphasizes tax savings. Many pilots we work with have a desire to unlock tax savings by having a side business and/or owning real estate. After all, taxes are the largest expense you pay in your lifetime.

While the financial services industry can be confusing and filled with firms that prioritize product sales or focused primarily on investments, we take a different approach to our services and truly serve as your personal and business CFO.

We specialize in building a plan that is unique to your goals with an emphasis on tax strategy so that your entire financial life is optimized and you can make decisions with confidence.

Full-Service Offering for Pilots

  • You can’t get to your desired destination without a plan. We will build and continuously update a customizable, goals-based financial plan that includes assets, cash flow, market forecasts and lifestyle factors. Your financial plan serves as your roadmap to achieving your goals.

  • We want to help you pay the least amount of taxes over your lifetime. That's why we help you implement the best tax strategies for your situation so you pay the lowest possible tax bill without giving the IRS a tip. If you have a side business or have a desire to start a business, we can also provide accounting and bookkeeping services for your business.

  • No more blindly hoping you are getting all the deductions you are eligible for. And no more having to quarterback your CPA and your financial advisor to ensure they have all the information they need. You can rely on us to be your one-stop-shop for your entire financial life.

  • The transfer of wealth shouldn’t be a burden to your family. We help simplify the estate planning conversations and work in partnership to get your estate plans done. We have a nationwide estate planning partnership to make sure you’re taken care of, regardless of where you live.

  • We can’t predict the future, but we can prepare for all potential outcomes. When we help you plan for retirement, we don’t just look at your assets. We consider other factors such as taxes, healthcare, legislation and legacy planning. We then build a retirement plan that’s right for you to ensure you won’t run out of money.

  • We construct a low-cost portfolio, which includes your employer provided 401k/403b plan, that is optimized for your unique goals. We are continuously monitoring and rebalancing your portfolio with market fluctuations, taking advantage of asset location and pursuing tax loss harvesting opportunities as they arrive.

  • You will know how much money you’re spending and where it’s going. Utilizing our Live, Give, Owe, Grow cash flow model, we can easily identify any changes you need to make in your budget to optimize your future success.

  • We will help make sure you are adequately insured to protect your wealth and provide for your family if something were to happen to you. This requires an ongoing review of life, disability, long-term care, and property & casualty policies.

  • If you aren’t maximizing your employee benefits, you’re leaving money on the table. We review your employer provided benefits, and make recommendations, including employee stock purchase plans (ESPP) and equity compensation (RSU, RS, ISO & NQSO).

  • We are here to partner with you to implement your generosity philosophy. Whether that’s through tithing to your local church, charitable giving, gifting appreciated securities or donor advised funds, we have you covered.

  • Planning for your child’s education requires crafting a savings strategy that maximizes available tax benefits while addresses the educational needs of your family.

  • This is easily one of the most overlooked benefits of hiring an advisor. Having an advisor lay out the steps to simplify and optimize your entire financial life is invaluable, and you'll have a sounding board for optimal decision making.

Our Process

Step 1

Schedule a Right Fit call. We’ll get to know you and determine if our services align with your needs.

Step 2

We will work with you to gather your goals and financial information.

We’ll create your financial plan. You will know more about your finances than you ever have before.

Step 3

Ongoing personal financial planning. We will work together to simplify and optimize your entire financial life!

Step 4

See what they are saying…

  • ⭐⭐⭐⭐⭐

    "Love Blend Wealth! They really are the one stop shop for everything in your financial life. It's nice to be able to call one person to cover your Wealth Management, CPA, Accounting, book keeping, entity structuring, estate planning, and tax strategy needs. This is something every high income earner and business owner needs in their life!"

    -Scott (Pilot)

  • ⭐⭐⭐⭐⭐

    “Tim and Alexis are amazing and take the meaning of fiduciary to its full extent. Their service is personal and accommodating. They not only help with basic investment strategies, but with full estate planning including tax break advantage advice, insurance, notary service and more. We trust them implicitly and they have our business for life.”

    -Viktoria

  • ⭐⭐⭐⭐⭐

    My wife and I use Blend Wealth for financial planning and retirement…I quickly learned the benefits of a fiduciary advisor and how I was not getting that…It was very frustrating to quickly see how most of my investments with a previous planner were higher in expense ratios and had a lot of unnecessary fees…In these 4 months, we have reinvested all my accounts , had a 3rd party insurance analysis to update my term life insurance coverage, and we have completed estate planning by creating a trust/wills/healthcare directives for my family…I can’t say enough about how pleased we are and how big a difference we have felt using Blend. Give Tim and Alexis a try, they won’t disappoint!

    -Ethan

  • ⭐⭐⭐⭐⭐

    My wife and I found Alexis and Tim on XYPlanning to find a CFP and CPA…and they have been invaluable. They identified we were overpaying our paycheck tax deductions, made some changes to our investment portfolios, made suggestions of our insurance options, and set up retirement accounts to maximize tax benefits. Tim and Alexis have been proactive with answering all of our questions, and I can text or call and know they will answer or return my call promptly…Blend Wealth has been a real value add.

    -James

  • ⭐⭐⭐⭐⭐

    “Tim and Alexis are truly top notch. I decided to work with them as my fiancé and I prepare to get married. To say that they are incredible does not do them justice. The attention to detail and way they work in tandem truly gives you an amazing experience. I feel so much better about every aspect of my finances and business planning after working with Blend Wealth. I 10/10 Recommend.”

    -Broc

  • ⭐⭐⭐⭐⭐

    “I’ve been working with Blend Wealth for years, and greatly appreciate the advice they give me. Most recently, they helped me finally tackle the set up of my will/trust. It has felt like a huge task looming over me for years, but with their help it was a shockingly simple process. It feels so good to finally have that protection in place for my family, which wouldn’t have happened without their guidance.”

    -Brandy

  • ⭐⭐⭐⭐⭐

    “Tim and Alexis are an awesome team! They are so thorough and talented at providing the level of detail we need! We appreciate how articulate they are in matters we just don’t have the time for. They both give us peace of mind that we are in excellent hands! Thanks Tim and Alexis!”

    -Debbie

  • ⭐⭐⭐⭐⭐

    “Blend Wealth has been amazing to work with. They have easily been able to accommodate all my requests and accomplish all the goals that they set out to do in a short amount of time. They provide excellent service from the top down. It’s been an excellent process and I’m so glad I have them on our team!”

    -Terry

Less transactional, more relational.