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Our commitment to complete and connected planning extends beyond your financial life to the community we all share. We’re proud to support local organizations that create a meaningful and lasting impact, because thriving communities and financial well-being go hand in hand. 

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ShorePoint Advisory Group Press Release

Blakely Financial, Inc. Rebrands as ShorePoint Advisory Group

Blakely Financial Inc., is proud to announce its rebrand to ShorePoint Advisory Group a name that reflects its legacy and its future. 
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October Market Update 2025

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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Celebrating World Financial Planning Day: The Value of Customized, Objective Advice

World Financial Planning Day is a reminder to take charge of your financial future. Whether you’re just starting to build wealth, navigating mid-career complexities, or...
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Entrepreneurial Wealth: Tailored Financial Strategies for High Net Worth Business Owners

From managing cash flow and minimizing taxes to preparing for retirement and building a legacy, entrepreneurs face unique challenges and opportunitie.
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Building a Resilient Financial Plan for Life’s Uncertainties

Learn how a resilient financial plan provides you with the flexibility to adapt to change while maintaining focus on your long-term objectives.
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Planning for Intergenerational Wealth Transfer

Learn how intergenerational wealth transfer goes beyond writing a will to align with your family’s goals, reduce risk, and ensure your legacy stands the test of time.
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September Market Update 2025

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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It’s Not Too Late To Avert Dementia After Age 60, Study Shows

There’s good news for older Americans at high-risk of developing dementia. Simple steps to stay mentally and physically active can yield significant protection.
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August Market Update 2025

Join Steve LaFrance, CFP® with Blakely Financial as he updates you on the last month in 3 minutes.
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Financial Planning Tips: From Residency to Retirement

Medical training prepares you to treat complex clinical cases —but often your education does not include financial planning topics.
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