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. serves individual clients, small businesses, trusts, estates, and high-net-worth individuals, providing discretionary asset management and financial planning and consulting. The firm reported approximately $145 million in discretionary assets under management and charges percentage-of-AUM investment fees while retaining the ability to engage sub‑advisors for client accounts. BWI constructs client portfolios based on documented goals, time horizons, and risk tolerances, employing fundamental and technical analysis and a long-term investment focus while explicitly avoiding margin, short sales, derivatives, leverage, and options. The firm conducts periodic (at least annual) account reviews, bills asset-management fees monthly in arrears, and offers tailored plans with client-imposed restrictions and discretionary trading authority where authorized. Noteworthy elements in the brochure include the firm’s provision of educational seminars or workshops alongside client reporting and planning services, and a team with multiple CFP® and NSSA® credentials that emphasize retirement and Social Security planning. The brochure also discloses that several advisors are licensed insurance agents who devote substantial time to insurance activities (approximately 50 hours per month) and may receive commissions—an arrangement the firm discloses and says it manages by keeping advisory fees separate from insurance compensation.

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.