Watercolor's Financial History: Can You Believe It's Been FIVE Years?

Watercolor Financial: How it Started Five Years Ago

Watercolor Financial began with a meeting in Bleckley Dobbs’ backyard. We were deep in the pandemic, and offices were closed all over the world. Megan Poore, Bleckley Dobbs and Cass Grange had worked together for over 15 years and we wanted to form our own business. The financial advisory business had changed. Work was increasingly being done online, by phone, Zoom, and using DocuSign. The pandemic, as awful as it was, was an opportunity for us and for our clients.

How it worked

No Group Photos as we were social distancing on Bleckley’s deck (pictured here) while planning the new company.

Bleckley used his creative and analytical skills to set up the company, the books, the software, and the technology. Megan researched companies we could hire to help us. She made strategic alliances with an accounting firm, a law firm, and Northwest Asset Management. Those decisions were vital to our success. Cass oversaw branding and advertising.

Finding a name that had not been used in Texas was a challenge. We didn’t want it to be too long, and we wanted it to be easy to spell. Long-time client Bill Evans suggested the name Watercolor Financial. Cass’s son Eric designed the logo.

The calendars must be mailed out in a pandemic! Megan and Cass stuffed and mailed the 2021 calendars from Megan’s garage

Bleckley offered his home phone number as our office number, and we were open for business in late November 2020.

We talked to all our clients and explained the move. People were enthusiastic about the new venture.

How it is going

Watercolor Financial started with three families (our families) and zero outside dollars in assets. As of October 31, 2025, we now serve 154 families and manage over $220 million in assets.

Return to Work…. We opened our new office at the Great Hills Plaza in September of 2021.

What does this mean for you?



By improving the efficiency of our business, we lowered most of our fees.

With our investment in tax software, we can more proactively anticipate the tax ramifications of many financial decisions our clients consider. We use up-to-date technology to analyze portfolios and maintain appropriate cash positions. By switching from managed funds to mainly ETFs and index funds, the internal costs of investing are lower, which may translate to higher returns for some individuals. We continue to streamline the onboarding process for clients while maintaining high security standards. 

You are all such an important part of our journey and our lives. Our life's work is to help you with your transitions; including weddings, funerals, births, new jobs, and retirements. Along with celebrating and honoring the many transitions of our clients’ lives, the three of us celebrated some of our own. In these five years, we celebrated a new son-in-law, a first granddaughter, a college graduation, and a high school graduation. 

As always, thank you for your belief and trust in us. We are here for you. 

Let’s Make a Plan Together

At Watercolor Financial, we help clients make sense of transitions. Click here to set up a time to talk.