A complete list of active advisors currently associated with Bluesphere Advisors LLC

Warmer can help you find a great advisor at Bluesphere Advisors LLC or one who fits your needs even better.

Bluesphere serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and other institutions, providing discretionary and non‑discretionary investment management alongside financial planning and business‑transition consulting. The firm constructs customized portfolios for clients and also provides written financial plans or consultations when engaged. The firm’s investment approach is primarily long‑term and portfolio‑driven, typically using institutional mutual funds and ETFs while also incorporating individual equities and fixed income as appropriate. Bluesphere may employ margin and options strategies—using derivatives for hedging or to gain exposure within managed accounts—which the brochure identifies as a deliberate part of its toolset for portfolio construction and risk management. Compared with many peers, Bluesphere combines a multi‑professional advisory team and a practice that integrates business transition work with personal financial planning, and it participates on an institutional custody platform that provides both operational benefits and potential conflicts of interest. The firm also discloses that some advisory personnel maintain separate broker‑dealer or insurance affiliations and may implement commissionable transactions in those capacities, which the firm treats as a source of potential conflict to be managed.

To learn more about the advisors currently working at Bluesphere Advisors 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.