A complete list of active advisors currently associated with Blue Water Financial Investor Coaching, LLC

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

Blue Water Financial Investor Coaching, LLC serves individuals, high‑net‑worth clients, corporations and pension/profit‑sharing plans. The firm provides investment advisory services primarily through a co‑advisory relationship with Matson Money, offering asset‑allocation and portfolio management via that TAMP, along with pension consulting and investor‑education workshops. The firm operates on a primarily non‑discretionary basis: it does not have trading or custody authority and does not place trades for client accounts, instead referring clients to Matson Money, which has discretionary trading authority for the managed programs. Its advice is grounded in modern portfolio theory and long‑term allocation strategies, with client portfolios implemented using allocation models, reviewed periodically, and tailored by investment policy statements. Noteworthy aspects include a substantial concentration of non‑discretionary AUM relative to many solo independent advisors, an explicit pension/401(k) consulting offering delivered through the TAMP, and an affiliation with insurance activities (the firm’s principal is a licensed insurance agent and insurance recommendations are subject to disclosed conflicts and state limitations). The brochure also discloses a prior regulatory settlement for unregistered advisory activity in Pennsylvania that the firm resolved; the firm does not take custody of client assets and relies on custodians for reporting.

To learn more about the advisors currently working at Blue Water Financial Investor Coaching, LLC, 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.