OMAR MALDONADO
About Me
As a Certified Exit Planning Advisor (CEPA®) and Financial Advisor, I specialize in helping business owners and families align their personal, financial, and business goals to build lasting value and prepare for life’s next chapter whether that’s retirement, succession, or a strategic exit.
I bring an advanced understanding of how human behavior, emotions, and cognitive biases influence financial decisions. This allows me to help clients move beyond surface-level planning and address the underlying motivations, fears, and habits that shape their financial lives. Whether navigating legacy planning, business exits, or family dynamics, I help clients make confident decisions that align with their values and long-term goals.
At Blueprint Financial Group, we believe in a values-based approach to financial planning. We walk alongside our clients with clarity, compassion, and a long-term perspective offering not just advice, but a partnership rooted in trust.
What We Offer
Through our team, we provide a full suite of services tailored to business owners and families:
Exit & Succession Planning
- Using the Value Acceleration Methodology™, we help owners increase business value, reduce risk, and prepare for a successful transition.
Comprehensive Financial Planning
- Retirement strategies, investment management, tax-efficient planning, and risk protection all integrated into a cohesive plan.
Business Owner Solutions
- Key person insurance, executive benefits, business continuity planning, and buy-sell strategies.
Aligned Financial Guidance
- For clients who value purpose-driven planning, we offer solutions that reflect their values and long-term vision.
Collaborative Casework
- We often partner with other advisors, especially in joint fieldwork, to bring diverse perspectives and better serve couples and multi-generational families.
Who I Serve
- Business owners
- Family-owned and closely held businesses
- Pre-retiree couples navigating legacy and succession
- Clients seeking a values-based, relationship-driven approach
Let’s Connect
Whether you're preparing for a business exit, planning for retirement, or simply seeking clarity in your financial life, I’d be honored to support your journey. Let’s build a plan that reflects your values, honors your legacy, and secures your future.
About Me
As a Certified Exit Planning Advisor (CEPA®) and Financial Advisor, I specialize in helping business owners and families align their personal, financial, and business goals to build lasting value and prepare for life’s next chapter whether that’s retirement, succession, or a strategic exit.
I bring an advanced understanding of how human behavior, emotions, and cognitive biases influence financial decisions. This allows me to help clients move beyond surface-level planning and address the underlying motivations, fears, and habits that shape their financial lives. Whether navigating legacy planning, business exits, or family dynamics, I help clients make confident decisions that align with their values and long-term goals.
At Blueprint Financial Group, we believe in a values-based approach to financial planning. We walk alongside our clients with clarity, compassion, and a long-term perspective offering not just advice, but a partnership rooted in trust.
What We Offer
Through our team, we provide a full suite of services tailored to business owners and families:
Exit & Succession Planning
- Using the Value Acceleration Methodology™, we help owners increase business value, reduce risk, and prepare for a successful transition.
Comprehensive Financial Planning
- Retirement strategies, investment management, tax-efficient planning, and risk protection all integrated into a cohesive plan.
Business Owner Solutions
- Key person insurance, executive benefits, business continuity planning, and buy-sell strategies.
Aligned Financial Guidance
- For clients who value purpose-driven planning, we offer solutions that reflect their values and long-term vision.
Collaborative Casework
- We often partner with other advisors, especially in joint fieldwork, to bring diverse perspectives and better serve couples and multi-generational families.
Who I Serve
- Business owners
- Family-owned and closely held businesses
- Pre-retiree couples navigating legacy and succession
- Clients seeking a values-based, relationship-driven approach
Let’s Connect
Whether you're preparing for a business exit, planning for retirement, or simply seeking clarity in your financial life, I’d be honored to support your journey. Let’s build a plan that reflects your values, honors your legacy, and secures your future.
- Advisor Type: Financial Advisor
- Website:
https://connect.thrivent.com/blueprint-financial-group - Phone: +13145173909
- City: Des Peres
- State: Missouri
- Postal Code: 63131
- Country: United States
- Designations: BFA, CEPA, CLTC, FIC
- Markets Served:
- Company Name: Thrivent
