Blake Davelaar

I believe true financial success starts with a deep understanding of every client—their values, goals, and approach to risk. To accomplish this, my process begins with a meaningful conversation where I take the time to listen, ask the right questions, and gain insight into what matters to them personally. By building a strong relationship, focusing on long-term objectives, and leveraging Allworth’s industry-leading tools, I then create a personalized strategy designed to adapt to life’s inevitable changes.

Because I value education and transparency, my clients can also expect clear communication, regular check-ins, and ongoing plan adjustments. From retirement planning to tax planning, to investment management and wealth preservation, my goal is to empower my clients with the knowledge and strategies they need to make sound, confident decisions at every stage of life.

I love helping people make smart, informed decisions about their money. One of my favorite quotes by the philosopher John Locke states, “Things of this world are in so constant a flux, that nothing remains long in the same state.” Whether it’s shifts in financial markets, changes in tax laws, or major life events, financial planning must constantly evolve. What I enjoy most about my work is helping clients navigate these changes with thoughtful diligence and confidence, and I feel privileged to have helped many families define and achieve their version of financial freedom.