Blake Wayman, AIF®, CLTC®
Managing Partner
Phone: 603-600-7964
2 Eagle Square, 4th Floor
Concord, NH 03301
Blake has been proudly helping families, individuals, and small businesses achieve their overall financial goals since 2005. Building his practice primarily through word-of-mouth referrals, Blake strives to ensure that his clients enjoy the accumulation, preservation, and distribution of their wealth to be accompanied by understanding and peace of mind. His goal has always been to assist others in achieving their financial freedom.
As an Accredited Investment Fiduciary (AIF®), Blake has been recognized for many accomplishments throughout his career. Since having been named Boston Partners Financial Group’s "New Associate of the Year" in 2006, he has been a perennial qualifying member of the Million Dollar Round Table, an international association representing elite financial service professionals, and a past recipient of the “Achieving Client Excellence” award, in 2022, he was named one of New Hampshire’s “40 Under 40” for his role in helping shape the state’s economic, educational, and financial future.
Blake graduated with a double major from Bates College in 2005 and has completed advanced courses of study through Boston University in financial planning, insurance, investments, taxation, retirement planning, and estate planning. During his time at Bates College, he captained the men’s tennis team to four straight National Championship tournament appearances and was named as the college’s sole representative to the NCAA National Leadership Conference in Orlando, Florida.
While studying at Bates, he met his future wife, Katrina. Today, they have two wonderful children, Dean and Macy, who they are raising in Hooksett, NH. Blake enjoys coaching for his kids’ youth baseball, soccer, and tennis programs every year. He also proudly serves as Chair on the Board of Trustees for the Capitol Center for the Arts in Concord.
When he is not assisting clients, you can find Blake on the tennis court or behind a drum set, his passion for over 30 years. Blake has shared the stage with B.B. King at the Hampton Beach Casino Ballroom and has been asked to play on countless different recording projects over the years.