From Robert Blakely, Founder of Blakely Financial:
“It is exciting to be celebrating 30 years in the financial planning and investment management field. I started in 1995 with no clients and just the desire to help make a difference in people’s lives through financial planning. As with any new business the first few years were tough. In 2000 I decided to partner with Commonwealth Financial Network which was an important decision for myself and our clients. With the network of Commonwealth advisors I was able to leverage years of experience of others and our growth truly began. I added my first employee in 2001 and another experienced advisor joined in 2002. My wife, Donna, who had been there with her support for years, joined us in 2003.
We can truly state that we have been blessed in ways that I never really imagined when I first started. We have been blessed with amazing friendships and meaningful relationships for which we will be forever grateful.
As excited and optimistic as I was when I started in 1995, today in 2025, I am as equally so for the future of our firm and our clients. We have great and caring team members. and with Emily Promise as President and Owner of Blakely Financial I truly believe the future for our clients and team is going to be even better.
Thank you to everyone for your friendship, trust, confidence and support for the past 30 years.”
A Legacy of Personalized Financial Planning
Since its founding, Blakely Financial has prioritized individualized financial strategies tailored to each client’s unique goals and needs. We believe in building lasting relationships and guiding clients through every stage of life, from wealth accumulation to retirement and succession planning.
This client-first approach has earned national recognition, including Blakely Financial’s recent honor as one of Forbes’ Best-in-State Wealth Management Teams. The firm’s success reflects the deep trust our clients place in us, and the firm remains committed to delivering financial strategies to support their present and future.
The Growth of Blakely Financial: Key Milestones
Over the past three decades, Blakely Financial has evolved, expanding our specialization and team to better serve our clients. Some of our key milestones include:
- 2009: Steve LaFrance joins Blakely Financial, bringing deep analytical knowledge to the team.
- 2017: Emily Promise joins Blakely Financial, bringing a fresh perspective and experience in financial planning.
- 2021: Larry Albert and Becky Linhart become partners, strengthening the leadership team and expanding the firm’s capabilities.
- 2023 & 2024: Emily is named to Forbes’ Top Next-Gen Wealth Advisors and Top Next-Gen Wealth Advisors Best-in-State, solidifying her reputation as a rising leader in the industry.
- 2025: Blakely Financial partners with Curran & Keegan, expanding its reach while maintaining its commitment to personalized service and multigenerational financial planning.
Blakely Financial as a Trusted Partner & Problem Solver
At Blakely Financial, we know financial planning is about more than investments. We work to build trust and guide individuals and families through life’s milestones to secure their financial futures. Our clients turn to us for:
- Comprehensive wealth management strategies tailored to their evolving needs.
- Succession planning and wealth transfer, ensuring their legacy is protected.
- Multigenerational financial stability, helping families build a foundation for the future.
The firm’s commitment to acting as a fiduciary ensures that every recommendation is made with our client’s best interests in mind.
Looking to the Future: Leadership & Growth
Emily Promise, now leading Blakely Financial, is committed to continuing the firm’s legacy while embracing new opportunities for growth and innovation. With our team of experienced advisors, the firm is well-positioned to support clients through comprehensive financial planning, estate strategies, and long-term investment solutions.
Blakely Financial remains dedicated to our community-focused approach, ensuring clients feel supported, empowered, and confident in their financial futures.
Thank You to Our Clients & Community
Blakely Financial’s success over the past 30 years is a testament to the loyalty and trust of our clients. We are honored to be a part of their financial journeys and are committed to helping families, individuals, and business owners achieve their financial goals for generations to come.
As we celebrate this milestone, we look forward to the next 30 years of growth, innovation, and continued service as a trusted financial partner to our clients and community. To learn more about our services and how we can support your financial goals, contact the Blakely Financial team today.