A complete list of active advisors currently associated with Bluefin Financial

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

Bluefin Financial provides portfolio management, financial planning, and pension/401(k) consulting to individuals (including high‑net‑worth clients) and plan sponsors. The firm manages roughly $290 million in client assets and serves several hundred accounts with both discretionary and non‑discretionary arrangements. The firm documents client objectives and risk tolerance in an investment policy statement and typically seeks discretionary authority to implement portfolios. Its investment process blends fundamental and technical analysis, modern portfolio theory, and both long‑ and short‑term trading strategies, and it may use options strategies (including covered and uncovered positions) that carry additional risk. Distinctive features include the firm’s close ties to other professional activities: a principal is a certified public accountant and multiple advisers maintain insurance licenses and may offer commissionable insurance products outside the advisory business; these affiliations and the potential conflicts they pose are disclosed in the brochure. Bluefin Financial also requires the use of a single custodian (Charles Schwab Advisor Services), provides quarterly custodian reporting, and offers services without an account minimum.

To learn more about the advisors currently working at Bluefin 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.