Sara Blandford
Wealth Advisor
Sara brings a decade of experience spanning evidence-based investing, estate planning, and wealth management, and a well-rounded view of what it takes to help clients make important financial decisions with confidence.
Her eight years as a Regional Director at Dimensional Fund Advisors, translating rigorous academic research into practical portfolio guidance for advisory firms nationwide, and two years as Regional Vice President at Wealth.com, helping firms integrate estate planning into the financial planning process, led Sara to Brave New Wealth. She brings the same integrated approach to simplifying complex decisions and helping families build the future they envision.
Jason Naylor
Projects & Technology Director
Jason found a role at the first ever B-Corp certified advisory firm through the 80,000 Hours portal. Initially hired as the first member of the IT department, he was soon tapped to take on an ambitious slate of enterprise projects for the newly created Innovation department, and successfully lead the firm through major platform cutovers, produced the firm’s effective BLX internship programs and stewarded the post-pandemic return to semi-annual all-staff convergence events.
At Brave New Wealth, Jason leverages a breadth of skills in support of clients realizing their vision for both their families’ and for the world by keeping the team and its initiatives running smoothly.
Katie Stych, CFP®
Client Service & Operations Manager
For Katie, financial planning is about connecting clients' financial decisions to their core values. With a CFP® designation and five years of experience as a lead advisor at a prominent values-aligned independent advisory firm, she has built a career centered on understanding what a clients' numbers and choices really mean for them, whether untangling cash flow and planning mechanics, or gaining the confidence to spend, save, or change course without anxiety.
As Client Service and Operations Manager at Brave New Wealth, this same philosophy shapes every client interaction: that thoughtful financial planning should leave people feeling seen and understood, not just advised.
The Values Behind the Vision
At Brave New Wealth, we’re guided by a simple belief: wealth should be designed with intention, lived with courage, and structured with care. These values shape everything we do — and form the foundation for a financial life that’s aligned, resilient, and boldly lived.
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We begin with you, not spreadsheets. Your vision comes first; numbers follow.
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We transform overwhelming finances into clear, actionable strategies tailored to your life.
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We ensure your resources serve your values, not someone else's model of success.
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We apply masterful skill and thoughtful precision to your finances, creating strategies that are as elegantly designed as they are effective for your goals.
Let’s Begin a Brave New Conversation
We'd love to learn more about you and explore whether Brave New Wealth is the right fit. Share a few details below — we’ll follow up thoughtfully and promptly.
