A complete list of active advisors currently associated with Blue Fin Capital, Inc.

Warmer can help you find a great advisor at Blue Fin Capital, Inc. or one who fits your needs even better.

Blue Fin Capital provides discretionary portfolio management to individuals (including high‑net‑worth clients), their trusts, estates and retirement accounts, as well as corporations, pension and profit‑sharing plans and charitable organizations. As of January 30, 2026 the firm reported approximately $755.9 million in discretionary assets under management for roughly 668 client accounts and also offers complimentary financial planning and discretionary 529 plan management. The firm constructs customized portfolios based on clients’ stated objectives, risk tolerance, tax considerations and other suitability factors, and monitors and rebalances accounts on an ongoing basis. Its stated methods include fundamental, cyclical and technical analysis (including charting), and it may employ long‑ and short‑term trading, short sales and margin transactions across equities, fixed income and ETFs. Compared with many peers, Blue Fin’s combination of a large asset base and a relatively small advising team results in an unusually high number of clients and assets per advisor, a configuration that is uncommon among similar team firms. The brochure discloses active trading tools such as short sales and margin, and the firm’s reporting indicates the use of derivatives in separately managed accounts — a practice that is less common among comparable advisers.

To learn more about the advisors currently working at Blue Fin Capital, Inc., 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.