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.

The firm provides discretionary portfolio management, comprehensive and project-based financial planning, and financial coaching for individual clients (including high‑net‑worth households) and certain small businesses. It also offers limited‑scope financial counseling for clients referred by a financial therapy provider and operates an affiliated tax preparation and small business consulting practice. Investment approach emphasizes Modern Portfolio Theory and primarily passive allocations implemented with ETFs and mutual funds, with continuous discretionary supervision and periodic rebalancing documented in client Investment Policy Statements. The firm implements portfolios directly (it does not use third‑party investment managers), uses a digital custodian with an option for an FDIC‑insured cash account, and can incorporate values‑based investing and select insurance or annuity solutions when appropriate. Distinctive features include a regular program of educational seminars and speaking engagements and the distribution of general newsletters or periodicals, offerings that are less common among similarly sized supported firms. The firm’s contractual relationship to provide limited‑scope planning and counseling to a financial therapy provider and its common ownership of a tax preparation firm are notable arrangements disclosed in the brochure and may give rise to referral relationships.

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.