Driven by Passion. Backed by Results.

This simple phrase embodies the culture at Blue Prairie Group. When you meet our people, you will quickly realize how passionate we are about bringing peace of mind to our clients regarding financial matters, so they can pursue their dreams and retire on their own terms. Additionally, we care deeply about delivering results by showing measurable improvements in the overall financial health and well-being of our clients, their families and their employees.

At Blue Prairie Group, every client receives unbiased and objective financial advice that flows naturally from our independent, fee-only and transparent structure. We answer to no one but our clients. We have no proprietary product to sell, and no formal or informal marketing relationships with any investment firms, asset managers or service providers. We believe in doing business the “right” way. For us, this means always putting our clients’ interests first, being an employer of choice for talented people and contributing to the communities in which we live and work.


Our Mission

Our mission is to bring peace of mind to our clients regarding financial matters, so they can pursue their dreams and live life on their own terms.


Core Values

Strive for Excellence in All We Do

We pursue excellence in all that we do because we care about helping our clients make better choices that lead to meaningful and lasting change. We always put our clients’ interests first and foremost, conducting our business in a conflict-free manner and doing the right thing even when no one is looking. We go that extra mile because we care about the quality of the advice we give, how we give it, and how clients perceive our delivery of it. As a result, we expect more of ourselves and those around us.


Maintain a Positive Team Environment

We consider our employees to be part of our extended family which is why we place such a strong emphasis on having a positive company culture. We embrace a healthy work-life balance and support open lines of communication across the firm to drive a diversity of ideas, opinions, and viewpoints that provides us a better chance of succeeding and making a positive impact as a company.


Pursue Growth and Learning

We believe that everyone at BPG should be constantly trying to grow personally and professionally. We strive to learn from every client interaction and continuously improve upon the work we deliver on a daily basis. We believe we do great work, but also know we are a work in process. By pushing ourselves and our colleagues, and supporting them in lifelong learning, we will help to unlock our individual potential and achieve a greater level of fulfillment.


Cultivate Passion and Determination

Passion is the fuel that will drive us and BPG forward. We’re inspired to accomplish our goals because we believe in what we do and we’re willing to put in the hard work and determination to realize success. We are not satisfied with the status quo because historically, the companies that get into trouble are the ones who aren’t able to adapt with the times.


Take Nothing for Granted

While we have experienced tremendous success as a company, we should remind ourselves that there will always be challenges that lie ahead and nothing in life is a certainty. It’s important to stay humble, carry ourselves with a quiet confidence, and treat others the same way that we want to be treated.



Contributing to the communities where we live and work is a foundational company belief and has been since the firm started in 2002. We donate 5% of our pre-tax profit to local charitable organizations:

Our recent charitable donations have helped the following organizations: