A complete list of active advisors currently associated with BlueVine Advice

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

BlueVine Advice works with individual investors, high‑net‑worth clients, employer plan sponsors, and businesses to provide tailored portfolio management, ongoing comprehensive financial planning, and employee benefit plan services. The firm also coordinates tax preparation and tax‑planning work through a third‑party accounting firm (XY Tax Solutions) and assists clients with administrative matters such as class action settlement filings. The firm builds client‑specific investment policies and implements portfolios guided by Modern Portfolio Theory, employing passive index funds when appropriate while also using fundamental, technical, charting, and cyclical analysis as part of its investment toolkit. BlueVine conducts ongoing monitoring and annual plan reviews, manages accounts on a discretionary basis, and permits clients to impose reasonable investment restrictions. Notably, BlueVine offers employee benefit plan services and pension consulting for plan sponsors, a service offering that is relatively uncommon among similar independent advisers. The firm manages roughly $5.4 million across a small number of client relationships and combines passive MPT-based portfolio construction with active technical/cyclical methods and outsourced tax preparation support, an operational mix that distinguishes it from many peers.

To learn more about the advisors currently working at BlueVine Advice, 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.