Blaise Stevens
MBA, CFP®, AIFA®, CLU®, ChFC®
Managing Member
Elevated Wealth Strategies for Enduring Legacies
Blaise Stevens, Managing Partner at Strategic Advisory Partners, brings a wealth of unwavering commitment to guiding high-net-worth individuals towards financial eminence. His journey through various roles within the financial services industry culminated in a singular purpose: always standing by the client’s side.
As the Managing Member, Blaise leads a team committed to simplifying the intricate landscape of wealth management. His focus extends beyond conventional finances, catering exclusively to individuals seeking more than just retirement advice. Blaise’s passion lies in empowering clients to navigate the complexities of wealth like Tax Planning and Mitigation, Estates and Trusts, Business Owner Planning and Succession, Legacy Planning, and Investment Strategies.
His approach is simple yet profound – aligning guidance and recommendations with the best interests of the client. With a personal understanding of the high-net-worth financial landscape, Blaise ensures that each client receives tailored strategies, reflecting their unique ambitions and securing enduring legacies.
Behind the Velvet Rope: A Series on Private Markets
For most of modern market history, the IPO was the starting line. Today, much of a company’s growth story is over before it ever reaches a public exchange. In this five-part series, Blaise Stevens, CFP®, examines the structural shift toward private markets: why companies are staying private longer, how institutions like the Yale endowment have invested behind the velvet rope for decades, what is really happening inside the private credit boom, how accredited investors can realistically access these markets today, and what your index fund, by design, cannot own.
How Accredited Investors Can Actually Access Private Markets
Behind The Velvet Rope Series | 04How Accredited Investors Can Actually Access Private MarketsMBA, CFP®, AIFA®, CLU®, ChFC®The previous three posts in this series have made the case for why private markets matter, what institutions have done with them for decades, and...
Private Credit: What Is Actually Going On Right Now
Behind The Velvet Rope Series | 03Private Credit: What's Actually Going On Right NowMBA, CFP®, AIFA®, CLU®, ChFC®Private credit has been the hottest corner of investing for the past five years. It has grown into a $3.5 trillion global market by the count of industry...
What Institutions Have Known for Decades: The Yale Endowment Story
Behind The Velvet Rope Series | 02MBA, CFP®, AIFA®, CLU®, ChFC®In 1985, Yale University's endowment stood at $1.3 billion. It was invested roughly the way you might expect a conservative institution to invest: mostly domestic stocks, bonds, and cash. It resembled a...
Why Wealth Is Being Created Before Companies Go Public
Behind The Velvet Rope Series | 01MBA, CFP®, AIFA®, CLU®, ChFC®There used to be a specific, bell-ringing moment when regular investors got their shot at the future. It was called an IPO. A company would spend years building something extraordinary, then throw open the...
Recent Blogs from Blaise
The Groq Deal and the New M&A Playbook
The Groq Deal and the New M&A PlaybookMBA, CFP®, AIFA®, CLU®, ChFC® Managing MemberOn December 24, 2025, a transaction was announced that would have seemed straightforward in any other era: a large technology company paying a substantial price for a smaller...
How Accredited Investors Can Actually Access Private Markets
Behind The Velvet Rope Series | 04How Accredited Investors Can Actually Access Private MarketsMBA, CFP®, AIFA®, CLU®, ChFC®The previous three posts in this series have made the case for why private markets matter, what institutions have done with them for decades, and...
The Behavior Gap: Why Investors Underperform Their Own Investments
The Behavior Gap: Why Investors Underperform Their Own InvestmentsAfter the Yale post ran, I kept getting the same question in different forms: if patient money so reliably beats impatient money, why doesn't everyone just do it? The answer is the most expensive...
Private Credit: What Is Actually Going On Right Now
Behind The Velvet Rope Series | 03Private Credit: What's Actually Going On Right NowMBA, CFP®, AIFA®, CLU®, ChFC®Private credit has been the hottest corner of investing for the past five years. It has grown into a $3.5 trillion global market by the count of industry...
What Institutions Have Known for Decades: The Yale Endowment Story
Behind The Velvet Rope Series | 02MBA, CFP®, AIFA®, CLU®, ChFC®In 1985, Yale University's endowment stood at $1.3 billion. It was invested roughly the way you might expect a conservative institution to invest: mostly domestic stocks, bonds, and cash. It resembled a...
SpaceX Is Public
Here's How I'm Thinking About ItMBA, CFP®, AIFA®, CLU®, ChFC®I've gotten more questions about a single stock in the past week than I have in a long time, so let me get ahead of the rest of them. SpaceX went public on June 12, and the reaction has been loud enough that...