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Markets move. Your plan shouldn’t. Discover how a tactical approach keeps you in control when conditions change.
Build Wealth.
Protect What Matters.
Live On Your Terms.
Markets move. Your plan shouldn’t. Discover how a tactical approach keeps you in control when conditions change.
Ranked Top 1% Of RIAs By USA Today
Ranked Top 1% Of RIAs By USA Today
Take Control of Your Wealth and Future
Most people invest without a real plan — no guidance, no adjustments, and no one steering the long-term path. John & Bryan Blacklidge help bring structure and direction to your financial life.
Most people invest without a real plan — no guidance, no adjustments, and no one steering the long-term path. John & Bryan Blacklidge help bring structure and direction to your financial life.
I’ve waited too long to get serious.
You’re not alone — but waiting longer won’t help. We’ll help you take control now with a plan that fits your life and goals.
I’m not sure whatI should be doing.
There’s too much noise and not enough clarity. We cut through the clutter with a strategy that actually makes sense.
Every time the market dips, I panic.
If your approach doesn’t factor in risk, you're just reacting. We help you invest with purpose — even in uncertain markets.
I feel like my money’s just sitting there.
You deserve more than passive advice. We aim to keep your money moving toward your goals, not standing still.
I don’t want a cookie-cutter solution.
I just want to know someone’s in my corner.
With us, you get guidance that’s personal, proactive, and always focused on your best interest — not a product pitch.
I feel like my money’s just sitting there.
You deserve more than passive advice. We aim to keep your money moving toward your goals, not standing still.
I don’t want a cookie-cutter solution.
Your goals aren’t generic — your plan shouldn’t be either. We tailor each strategy to fit your life, not someone else’s.
I just want to know someone’s in my corner.
With us, you get guidance that’s personal, proactive, and always focused on your best interest — not a product pitch.
A Simple 3-Step Plan
For Financial Success
We’ll work together to build a roadmap tailored to your goals and risk tolerance.
We’ll work together to build a roadmap tailored to your goals and risk tolerance.
STEP 01:
Clarity
We’ll assess where you are,
what you care about, and
what success looks like.
STEP 02:
Strategy
We will craft a custom
investment plan built to grow
and protect your wealth.
STEP 03:
Execution
You’ll get ongoing support,
active management, and clear updates as life evolves.
STEP 01:
Clarity
We’ll assess where you are,
what you care about, and
what success looks like.
Strategy
We will craft a custom
investment plan built to grow
and protect your wealth.
STEP 03:
Execution
You’ll get ongoing support,
active management, and clear
updates as life evolves.
Meet John and Bryan
Meet John and Bryan
John and Bryan work with professionals and families to help them make clear, informed financial decisions. Their approach stands apart from traditional buy-and-hold methods — it’s rules-based, risk-aware, and designed to adapt as markets change.
If you want a more responsive way to grow and protect your wealth, they provide practical strategies that help you stay on track through every stage of life.
Success In Numbers
Frequently Asked Questions
Who do you work with?
Professionals and families who want to grow and protect their wealth with more structure and strategy.
Do I need a lot of money to get started?
Not at all. If you’re serious about taking control, John can help you get a plan in place — regardless of your starting point.
Can you manage my investments?
Yes. John’s team builds and manages portfolios using active, rules-based strategies focused on both growth and protection.
What if I’m worried about market volatility?
John’s approach is built around risk management. The goal isn’t to predict the future — it’s to prepare for it.
Yes. John helps clients implement tax-efficient strategies to keep more of what they earn.
Do we meet virtually or in person?
Most clients meet virtually via Zoom or Google Meet, but John can work around your schedule and preferences.
What if I don’t know where to start?
That’s exactly what the first meeting is for. No pressure, no jargon — just a conversation about what matters most to you.
Ready to Feel More in Control?
Ready to Feel Morein Control?
If you’re done guessing and ready for a clearer plan,
schedule a conversation today.
If you’re done guessing and ready for a clearer plan, schedule a conversation today.
Portfolio Medics is an SEC-registered investment advisory firm.
27499 Riverview Center Blvd Bonita Springs, FL 34134
Phone: (239) 444-1766
Advisory services offered through Portfolio Medics.
Views expressed by Portfolio Medics are theirs alone. This summary is for informational purposes only and shall not constitute advice and are not an offer to buy or sell, or a solicitation of any offer to buy or sell investment products. Different type of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either by suitable or profitable for your portfolio. All investment strategies have the potential for profit or loss and past performance is not guarantee of future success. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there is no assurances that it will match or outperform any particular benchmark. Past performance is no guarantee of future performance or profitability. The types of investments discussed also do not represent all the securities purchased, sold or recommended for clients. Stated information is derived from proprietary and non-proprietary sources that have not been verified for accuracy or completeness. While the firm believes this information to be correct, we do not claim or have responsibility for its completeness, accuracy or reliability.