A complete list of active advisors currently associated with Blue Point Financial, Inc.

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

Blue Point Financial provides discretionary and non‑discretionary portfolio management, financial planning, and retirement plan consulting to individuals, families and institutional clients, including both high‑net‑worth and non‑HNW individuals. Like many firms in its peer group, it delivers ongoing portfolio management for individual clients and charges advisory fees based on assets under management. The firm builds diversified, model‑based portfolios consistent with modern portfolio theory and uses mutual funds, ETFs, stocks and bonds as primary investment vehicles. Accounts may be managed directly by the firm or implemented through outside managers and platform providers; Blue Point selects models based on clients’ risk tolerance and financial goals and retains oversight responsibility while delegating trading, rebalancing, or reporting to platform managers as appropriate. What is distinctive about Blue Point is that it is licensed as an insurance agency and its associated persons are licensed insurance agents, so they may offer insurance products and receive customary commissions — a practice that is uncommon among similar supported firms. The firm also has associated persons who are registered representatives of a broker‑dealer and acts as a solicitor for third‑party managers; these additional industry roles are disclosed and overseen by the firm’s compliance function to address potential conflicts of interest.

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