A complete list of active advisors currently associated with Great Blue Financial

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

Great Blue Financial is a small, state‑registered investment advisory firm that provides financial planning and portfolio management to individual clients and to institutional clients such as employer retirement plan sponsors and charitable organizations. Its services include ongoing comprehensive and project‑based financial planning, retirement plan advisory and participant education, and discretionary investment management that may incorporate held‑away vehicles. The firm’s investment approach combines modern portfolio theory with both passive and active strategies and employs strategic and tactical asset allocation tailored to clients’ time horizons and risk tolerances. Analysis methods include fundamental, technical, charting and cyclical techniques, and the adviser may integrate annuities, 529 plans and ETFs/mutual funds into client portfolios while aggregating trades across accounts when appropriate. What is distinctive about the firm is its mix of services uncommon for similarly sized independent advisers: it provides pension consulting and ongoing retirement‑plan advisory to employer plans and accepts charitable organization clients, and it includes certain held‑away annuity products in its asset calculations. The firm’s leadership holds CFP® certification and emphasizes ongoing, customizable planning engagements alongside its investment management offerings.

To learn more about the advisors currently working at Great Blue 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.