A complete list of active advisors currently associated with Deep Blue Financial LLC

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

Deep Blue Financial LLC serves individuals, families, and related entities (including trusts, IRAs, UTMAs, and small business accounts) and also advises certain high-net-worth or accredited clients. The firm offers portfolio management, retirement income planning, and investment consulting across both discretionary and non-discretionary account arrangements. DBF emphasizes diversified, ETF-based index portfolios designed for tax efficiency and periodically reviews accounts for rebalancing and tax opportunities, including loss-harvesting strategies. It may add individual equities for clients seeking customization and, for accredited investors, recommends access to select private or alternative investments through platform providers such as Fidelity’s alternative investment programs or iCapital. Notably, a substantial portion of the firm’s assets are managed non-discretionarily, so clients commonly retain final trading authority rather than delegating full discretion—a practice that is uncommon among peers. As a solo advisory practice managing roughly $55 million for about 95 clients, DBF uses Fidelity as its primary custodian, does not take custody of client assets, and leaves proxy voting rights with clients.

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