A complete list of active advisors currently associated with Emerald Blue Advisors

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

Emerald Blue Advisors serves individuals (including high-net-worth clients), businesses, pension and profit-sharing plans, and charitable organizations, managing roughly $89 million across about 188 client accounts with a three-advisor team. The firm provides portfolio management, pension consulting, comprehensive financial planning, and periodic educational workshops on topics such as retirement planning, cash flow analysis, and estate planning. The firm’s investment process is built around a structured decision framework that emphasizes retirement income engineering and tax-aware distribution planning, coordinating withdrawal sequencing across taxable, tax‑deferred, and tax‑free accounts and incorporating Social Security into long-term plans. Risk management is treated as an ongoing process—addressing sequencing, longevity, inflation, and behavioral risks—and the firm uses charting, fundamental, modern portfolio theory and quantitative analysis across long‑term, short‑term and options strategies. Distinctive features include the regular, fee‑based educational seminars the firm offers to clients and the fact that certain supervised persons are also licensed insurance agents, a relationship the firm discloses and manages through policies and periodic review to address conflicts of interest. Emerald Blue also refers clients to third‑party investment managers when appropriate and makes use of third‑party custodial and platform services while monitoring those managers’ performance.

To learn more about the advisors currently working at Emerald Blue Advisors, 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.