Independent Financial Advisors
Clarity ∙ Insight ∙ Guidance
Blakely Financial, Inc. is a financial planning and investment management firm founded in 1995 on the simple principle of stewardship, the ethic that embodies the responsible development and careful management of our client’s resources.
As an independent financial planning firm, we serve our clients with objectivity, integrity, and experience with the goal of providing clarity, insight, and guidance regarding their financial goals. We act as fiduciaries for our clients by providing financial planning and advisor-managed investment solutions through Commonwealth Financial Network®.
Key Financial Beliefs
- No matter what your situation is, our team will develop an objective financial plan tailored to your goals.
- Diversification is a key driver of long-term results and is essential to limit investment risk.
- Investment must be considered with respect to your unique financial plan.
- Managing risk and keeping fees low are important components of a portfolio.
Investment Team Objectives
- Creating portfolio guidelines that are transparent and cover a wide range of client goals.
- Maintaining discipline and avoiding emotional decision-making.
- Focusing on risk management and a consistent decision-making process.
- Monitoring portfolios and rebalancing to keep risks in line.
Comprehensive Wealth Management
Financial Services Tailored to Meet Your Goals
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Financial Planning Customized and designed for your unique situation and goals.
We are committed to understanding your personal situation and goals. We do this through a comprehensive discovery process and re-evaluating strategies over time to protect your long-term interests.
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Retirement Providing the confidence and clarity to allow you to relax and enjoy your retirement.
Rest assured as you enjoy a retirement that Blakely Financial is with you every step of the way. We work with you to manage your estate, prepare your finances to support the people you care about most, and strengthen your financial legacy.
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Investment Management Objective investment management tailored to your specific financial goals.
No matter what stage of life you are in, our team will develop an objective plan tailored to your specific goals. We will create portfolio guidelines, focus on risk management, and rebalance your portfolio to keep risks in line.
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Risk Management and Insurance Peace of mind and security for yourself, your family, and your future.
Our team will provide a comprehensive plan that may include life and long-term care insurance options specific to your overall needs to protect your financial legacy and those people that are most important to you.
Who We Serve
Blakely Financial serves individuals, business owners, families and others who all present a wide variety of financial challenges and objectives that benefit from our years of experience.
Near-Retirement + Retirees
Working with Blakely Financial, we’ll develop strategies to maximize your retirement income and the preservation of your wealth to provide you financial independence. Through comprehensive planning, we can help you prioritize your goals and develop a strategy that seeks to invest and manage your retirement assets.
Women + Wealth
The Blakely Financial team is committed to understanding your unique situation. We consider your entire financial picture at every stage of your life, ensuring you feel empowered, in control of your future, and succeed at reaching your goals. We take time to get to know you so we can develop a specific strategy exclusive to you.
Families + Individuals
Confidently plan for yourself, your family and future generations as you work with a trusted advisor at Blakely Financial. We know that families and individuals seeking financial independence have a unique set of needs and are looking for an appropriate balance between various financial goals. Let us take the worry out of planning for your future.
Endowments + Foundations
For nonprofits, endowments and foundations, Blakely Financial provides the trusted advice and professional guidance to maximize your group’s financial resources. We help you address the challenge of finding the correct balance of risk and rewards in the management of your assets to support your mission for generations into the future.
Entrepreneurs + Business Owners
Financial planning that supports you, your business, and your personal goals allowing you the time to focus on what you do best. Worrying about your future takes more energy than planning for it. Our purpose is to help business owners and entrepreneurs develop a personal balance sheet that gives them the lifestyle they want and the ability to grow their business.
Get Started With A Blakely Financial Advisor Today
Meet The Team
The Blakely Financial team has dedicated professionals and advisors in retirement planning, investment fiduciary, asset management, and insurance.
Robert Blakely
Emily Promise
Steve LaFrance
Larry Albert
Rebecca Linhart (retired)
Wendy Robbins
Yesenia Davila
Cara Johnson
Erin Babineau
Stephanie Rice
Noah Johnson
Anna Godes
Stephanie Lanier
Donna Blakely
Michelle Davila
Sam Levin
Curran & Keegan
Marketing Team
Interns
Robert Blakely CFP®, CPWA®, AIF®, ChFC®, CLU®
Founder, Financial Advisor
Robert founded Blakely Financial in 1995. Believing that no one is more important than our clients, Robert focuses on comprehensive wealth planning that helps meet the clients’ individual needs.
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Emily Promise CFP®, CAP®, CDFA®, AIF®, APMA®, CRPC®
President, Financial Advisor
Emily works to provide clients with comprehensive financial planning. She brings a wealth of experience from her work with the Massachusetts State Treasury, Commonwealth Financial Network® and Goldman Sachs®.
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Steve LaFrance CFP®, AIF®, ChSNC®, MBA
Director of Investment Management, Financial Advisor
Steve joined Blakely Financial in early 2009 hailing from a global wealth management firm headquartered in Switzerland. Steve has partnered with Emily Promise to help meet the financial planning needs of professionals, business owners, and retirees.
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Larry Albert CFP®, MBA, AIF®
Financial Advisor
Larry joined Blakely Financial in 2022 after spending more than 20 years as a human resource and employee benefits executive. He believes nothing is more important than making a difference in his client’s lives and is proud to offer comprehensive planning services for both the pre-retiree and retiree.
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Rebecca Linhart (retired) AIF®
Financial Advisor
Becky Linhart, now retired, of Light Tower Financial Strategies is an Affiliated Partner of Blakely Financial, Inc.
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Wendy Robbins
Chief Operating Officer & General Counsel
Wendy brings 26 years of expertise in corporate finance, tax law, and legal compliance to the Blakely Financial team.
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Yesenia Davila CRPC®, FPQP™
Client Services Manager
Yesy re-joined Blakely Financial in August 2023 as a Client Services Manager. Yesy assists the team in daily office operations including client paperwork and client requests.
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Cara Johnson
Financial Paraplanner
Cara joined Blakely Financial as a Financial Paraplanner. Cara helps individuals and families navigate the complexities of financial planning.
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Erin Babineau CRPC™
Financial Planning Associate
Erin joined Blakely Financial as a Financial Planning Associate. Her role involves collaborating with clients to develop and enhance their financial plans.
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Stephanie Rice
Director of Operations
Stephanie brings seven years of experience supporting advisors through business transitions, with a steadfast commitment to client care and a passion for helping families achieve their financial goals.
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Noah Johnson APMA®
Investment Management Associate
Noah joined Blakely Financial in 2019 as an Intern and worked with us throughout his college career. Upon graduation, Noah accepted a full-time position as a Portfolio Analyst, providing investment research and support to our advisors.
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Anna Godes
Executive Assistant
Anna acts as Executive Assistant to Emily Promise supporting her schedule, client communication, and operations.
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Stephanie Lanier FPQP®
Administrative Assistant
Stephanie joined Blakely Financial in 2021 as an Administrative Assistant. Stephanie assists the team in daily office operations including scheduling appointments.
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Donna Blakely AAMS™, MBA
Community Liaison
Donna believes that no one is more important than the customer, and her goal with Blakely Financial is to help us meet the needs of all of our clients through personalized attention and service.
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Michelle Davila
Client Service Assistant
Michelle joined Blakely Financial as a Client Service Assistant, supporting financial advisors in addressing client needs and ensuring exceptional service.
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Sam Levin APMA®
Financial Planning Analyst
Sam joined the Blakely Financial team in January 2024 as a Financial Planning Analyst.
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Curran & Keegan
Curran & Keegan
As a trusted partner, Curran & Keegan's commitment to integrity, collaboration, and financial excellence aligns seamlessly with the values of Blakely Financial.
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Marketing Team
Bubbly Creative
The Blakely Financial marketing team consists of Cara Chatellier (Founder & Creative Director) and Isabel Tomasi (Digital Marketing Manager) from the Bubbly Creative Marketing Agency.
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Interns
We have a rotating group of interns who join the Blakely Financial team each year. Our interns assist advisors with investment research, preparing for client meetings, and learning from our advisors.
Read Full BioCredentialed Professionals
Blakely Financial team members are committed to providing clarity, insight, and guidance for our clients through financial planning. A commitment to ongoing improvement and continued education is paramount to doing so. Members of our team have obtained the following certifications:
Robert BlakelyEmily PromiseSteve LaFrance
Robert Blakely
Emily PromiseSteve LaFranceYesenia DavilaErin Babineau
Robert BlakelySteve LaFranceEmily Promise
Donna Blakely
Stephanie LanierYesenia Davila
Steve LaFrance
Robert Blakely
Steve LaFranceDonna Blakely
Emily PromiseNoah JohnsonSam Levin
Robert Blakely
Emily Promise
Emily PromiseBlakely Gives Back
Making a Positive Impact In Our Community
We strive to support our community by making a positive impact through our charitable work. Full list of partners available upon request.
SPUR North Shore
SPUR mobilizes volunteers in service and enrichment opportunities to support the needs of the North Shore community. Emily Promise serves as the Treasurer and is also an active board member.
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Wings for Widows
Larry Albert volunteers with Wings for Widows providing free, professional coaching & education to help widowed men and women navigate the financial trauma experienced in widowhood.
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Special Olympics Guilford / High Point
Eunice Kennedy Shriver founded Special Olympics with a vision that individuals with intellectual disabilities were far more capable in sports and physical activity than many experts believed possible.
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Discover Marblehead
Emily Promise is a Business Member with Discover Marblehead, an organization dedicated to the promotion of the majestic seaside town of Marblehead, Massachusetts, through community outreach.
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The Salem Pantry
By donating to The Salem Pantry we hope to eradicate hunger in the Salem community by providing residents in need with nutritious foods in an atmosphere of dignity and respect.
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YMCA
Over the years, Blakely Financial team members have proudly served as Board Members and continue to support the mission of the YMCA, striving to build healthy spirits, minds and bodies.
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Junior League of High Point
A member since 2000 and Past-President, Donna Blakely and the team continue to support the JLHP which is committed to promoting voluntarism and developing the potential of women in our community.
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United Way
Blakely Financial, Inc. is proud to support the United Way and its twenty-seven partner agencies that do so much for our neighbors in need. We LIVE UNITED with the United Way of Greater High Point!
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American Red Cross
Team members at Blakely Financial regularly support the American Red Cross at local blood drives.
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Communities In Schools
Our team members love Communities in Schools, where the mission is to support our students, empowering them to stay in school and achieve in life.
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Salvation Army
Blakely Financial supports the efforts of The Salvation Army, which exists to meet human need wherever, whenever and however they can. Our team participates annually in Christmas Bell Ringing and other events.
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Kiwanis
Steve Lafrance, Past President of Kiwanis of High Point, and the Blakely Financial team believe in “improving the world, one child and one community at a time” and continues to support Kiwanis’ mission.
Learn MoreNews + Insights You Can Trust
When your financial advisor provides clear guidance and financial insight, you can make smart decisions about your wealth management. Stay up to date on new resources from Blakely Financial by signing up for our news and insights.
Client Center
To access your account information, please click on the Investor 360° button below. If you do not currently have a username and password and would like to access your account online, please call us at 336-885-2530.
Referrals
The Greatest Compliment You Can Give is a Referral
If you know someone who may benefit from our services, kindly introduce us.
Contact Us
We are delighted to invite new clients and are here to address any inquiries as we collaborate on shaping your financial future. To maintain the quality of our existing partnerships, we have instituted a minimum financial planning fee and investment threshold for new client engagements, ensuring a steadfast commitment to all our valued relationships.
Email us at info@blakelyfinancial.com.
Call us at 336-885-2530.
North Carolina Office
1022 Hutton Lane, Suite 109, High Point, NC 27262
Massachusetts Office
40 South Street, Suite 200, Marblehead, MA 01945