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
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.
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.
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.
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 CFP®, CPWA®, AIF®, ChFC®, CLU®
President, 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.Read Full Bio
Emily Promise CFP®, CAP®, CDFA®, AIF®, APMA®, CRPC®
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®.Read Full Bio
Steve LaFrance CFP®, AIF®, ChSNC®, MBA
Steve joined Blakely Financial in early 2009 hailing from a global wealth management firm headquartered in Switzerland. Steve has partnered with Robert Blakely to help meet the financial planning needs of professionals, business owners, and retirees.Read Full Bio
Larry Albert CFP®, MBA, AIF®
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.Read Full Bio
Rebecca Linhart AIF®
Becky Linhart of Light Tower Financial Strategies is an Affiliated Partner of Blakely Financial, Inc.Read Full Bio
Noah Johnson APMA®
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.Read Full Bio
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.Read Full Bio
Stephanie Lanier FPQP®
Stephanie joined Blakely Financial in 2021 as an Administrative Assistant. Stephanie assists the team in daily office operations including scheduling appointments.Read Full Bio
Donna Blakely AAMS™, MBA
Director of Operations
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.Read Full Bio
Client Service Associate
Maureen joined the Blakely Financial team in October of 2023 as a Client Service Associate.Read Full Bio
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 Bio
The Blakely Financial marketing team consists of Cara Chatellier (Founder & Creative Director) and Isabel Tomasi (Digital Marketing Manager) from the Bubbly Creative Marketing Agency.Read Full Bio
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:
Blakely 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.Learn More
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.Learn More
Special Olympics Guilford / High Point
Special Olympics was founded by Eunice Kennedy Shriver in 1968. Our Client Service Assistant, Amber Cranford volunteers regularly with Special Olympics and Blakely Financial is proud to support her efforts.Learn More
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.Learn More
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.Learn More
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.Learn More
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.Learn More
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!Learn More
American Red Cross
Team members at Blakely Financial regularly support the American Red Cross at local blood drives.Learn More
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.Learn More
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.Learn More
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 More
News + 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.
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