A complete list of active advisors currently associated with Blue Advisors

Warmer can help you find a great advisor at Blue Advisors or one who fits your needs even better.

Blue Advisors provides investment management and financial planning to individuals — including high‑net‑worth clients — and, unusually for a solo independent adviser, also serves charitable organizations, trusts, corporations and other businesses. The firm manages roughly $18.4 million across a small client base of about 13 accounts and operates as a single‑advisor practice. The firm builds individually tailored portfolios and delivers written financial plans, using a mix of fundamental, technical and cyclical analysis and a combination of passive and active strategies. When appropriate, Blue Advisors allocates portions of client accounts to separately managed account (SMA) programs run by third‑party sub‑advisers and considers factors such as asset allocation, tax efficiency, liquidity and underlying fund exposures in portfolio construction. Noteworthy for a firm of its size, Blue Advisors’ client mix includes charitable and corporate clients—clients types that are less common among independent solo advisers—and the adviser routinely integrates SMA sub‑advisers while keeping its advisory fee separate from sub‑advisers’ compensation. The firm’s principal is a CFP® professional and the practice offers both limited‑scope and one‑time financial planning engagements in addition to ongoing asset management.

To learn more about the advisors currently working at Blue Advisors, 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.