Stillblue Financial Partners, LLC

StillBlue Financial Partners provides portfolio management, financial planning and pension/retirement plan consulting to individuals and business entities, including plan sponsors and self-directed plan participants. The firm reports about $107.1 million in assets under management across discretionary and non‑discretionary accounts and serves roughly 200 clients with a two‑advisor team.

Investment recommendations are built from firm model portfolios maintained by an Investment Committee and informed by fundamental analysis, asset allocation and modern portfolio theory; advisors tailor those models to individual clients and may deviate from the models as needed. The firm generally implements portfolios using mutual funds and ETFs but also may include other instruments (for example, MLPs, corporate debt, OTC securities and, on rare occasions, options) and offers ongoing monitoring of third‑party managers it recommends.

StillBlue’s practice emphasizes flexible adviser delivery through a network of Investment Advisor Representatives and explicit due diligence and monitoring of independent third‑party managers, including the ability to replace managers without prior client consent. The brochure also discloses several features that differentiate the firm from many peers: principals include a CFP®‑designee, the firm provides participant education/workshops for retirement plans, and one principal is separately licensed to sell insurance products (a source of additional compensation the firm discloses as a potential conflict of interest).