A complete list of active advisors currently associated with Blazing Star Financial

Warmer can help you find a great advisor at Blazing Star Financial or one who fits your needs even better.

Blazing Star Financial is a small, state‑registered advisory firm that serves individuals, high‑net‑worth households, and select small businesses, providing discretionary portfolio management, ongoing and project‑based financial planning, financial coaching, and limited‑scope planning via third‑party referrals. The firm manages approximately $3.4 million for a modest client base across two principals and implements advice primarily through mutual funds, exchange‑traded funds, and related securities. The firm generally follows a diversified, passive approach informed by Modern Portfolio Theory, supplemented by fundamental analysis and values‑based (ESG) options when clients request them, and may recommend insurance or annuity products when appropriate. For planning clients BSF delivers written or electronic reports and ongoing monitoring, and it offers group educational programming — seminars and speaking engagements that are explicitly educational and may be provided pro bono or on a fee basis. Noteworthy aspects disclosed in the brochure include the firm’s emphasis on public education and periodic written or electronic materials for clients, offerings that are less common among similar supported firms. The principals also operate an affiliated tax‑preparation business and one principal serves part‑time as a nonprofit chief financial officer, arrangements the brochure discloses that may influence staff availability or create referral considerations for prospective clients.

To learn more about the advisors currently working at Blazing Star Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Blazing Star Financial's office locations.

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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