Steve Blankenship, CFP®
Partner, Managing Director

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Steve is a Partner and Managing Director based in Dallas, TX, bringing over two decades of experience in wealth management and financial planning. He founded Heritage Financial Planning, which joined Beacon Pointe Advisors in 2025, with the passion and vision of offering clear, personalized financial guidance in an industry often clouded by bias and complexity. His client-first approach remains central to his work today, focusing on delivering objective, tailored financial strategies that reflect each client’s unique goals, values, and life circumstances. Prior to founding Heritage Financial Planning, Steve held roles at firms including Ernst & Young, LLP, and Arthur Andersen, LLP, where he was part of their wealth management practices, as well as Quest Capital Management, and State Farm Insurance. Steve holds a Bachelor of Business Administration degree in Financial Services and Planning from Baylor University and is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional.