Phone 336-586-0012

INVESTMENT MANAGEMENT
AND
BIBLICALLY WISE FINANCIAL COUNSEL

By incorporating Biblical wisdom alongside of sound investment management and financial planning principals, we help you achieve clarity, confidence and contentment in your financial life.

Most people wonder if they have enough for their financial future.

Whether it’s paying for college, a wedding, or planning for retirement, knowing you are adequately prepared can be overwhelming.
At Blaser Investment Management, our advisors work with you to create a plan to help you know you have enough.

Does your money go where it should so you can have enough to reach your goals? Find out with our simple quiz

Next Steps Toward A Confident Financial Future

Schedule a phone call

Select a time for an introductory phone call with one of our advisors.

It's All About You

In order to serve you well, we explore your relationship with money and what’s most important to you.

Create a custom plan

We create a plan unique to your goals and values. We help you confidently answer the question: ‘How much is enough?’

Put your plan into action

We guide you through the entire process: creation, implementation, monitoring, and accountability.

At Blaser Investment, We Value

transparency

We are upfront about fees and the investment process.

communication

In any relationship, business or personal, communication is paramount.

service

We respond to your calls or emails quickly.

relationships

We believe you are part of our family.

Biblical wisdom

The Bible speaks a great deal about wise financial management.

Do I have enough for retirement?

Do I have enough for the short term?

Meet Your Financial Guides

Jeff Blaser,
CFP®, CMT, CKA, CRPS

Austin Daugherty,
AAMS®, CRPS®, CKA®

Jill Middleton,
Registered Service Associate

Pam Stadler,
Senior Client Services Representative

3065 South Church St, Burlington, NC 27215 | 336-586-0012

This communication is strictly intended for individuals residing in the states of California, Colorado, District of Columbia, Florida,Georgia,Indiana,Kentucky, Michigan, Minnesota,Mississippi, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia . No offers may be made or accepted from any resident outside of these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through the Commonwealth Financial Network®, Member FINRA/SIPC (www.finra.org/www.SIPC.org) a Registered Investment Adviser.