A complete list of active advisors currently associated with Blue Financial

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

Blue Wealth Inc. provides discretionary asset management and financial planning to individuals, small businesses, trusts, estates, and high‑net‑worth clients. The firm manages roughly $145 million across about 324 client relationships and offers ongoing portfolio management and consulting with no stated account minimum. Investment strategies are tailored to client goals, time horizons, and risk tolerance, relying on fundamental and technical analysis with a long‑term orientation; the firm does not use short sales, margin, derivatives, leverage, or options. Blue Wealth can act with discretionary trading authority, may appoint sub‑advisors, and offers fixed‑fee financial planning engagements covering net worth, cash flow, retirement strategy, tax planning, and estate issues that are generally completed within about 90 days. Noteworthy features include the firm’s use of educational seminars or workshops for clients and prospects, which draw on the planning topics described in its brochure — an offering that is uncommon among similar team firms. Multiple supervised persons are also licensed insurance agents who dedicate approximately 50 hours per month to insurance activities and may receive commissions on insurance sales; the firm discloses this potential conflict and indicates such insurance products are held outside the advisory fee relationship.

To learn more about the advisors currently working at Blue 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.