A complete list of active advisors currently associated with Blue Canyon Wealth

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

Blue Canyon Wealth is a small, solo-practitioner advisory firm that primarily serves individual (including non-high-net-worth) clients, as well as trusts and small-business plan sponsors. The firm offers ongoing portfolio management for individuals, standalone financial planning services provided for fixed fees, and retirement-plan consulting and management for small employers, and it also facilitates access to third‑party advisers and TAMPs. Portfolios are developed through a written Investment Policy Statement and emphasize a long-term approach using fundamental analysis, modern portfolio theory, quantitative methods, and technical analysis. Although the firm is registered with limited discretionary authority, its stated policy is to contact clients for approval before placing trades; custody, execution, and model portfolio tools are provided through multiple custodians and platform partners. Noteworthy aspects disclosed in the brochure include that nearly all reported client assets are managed on a non‑discretionary basis, the firm’s principal operates affiliated insurance businesses and an online estate‑planning platform (with commission or referral revenue disclosed), and the firm refers clients to other advisers and may receive a portion of third‑party fees. The firm also does not act as a private‑fund adviser and combines percentage‑of‑AUM (tiered by custodian) billing with fixed planning fees—features that are uncommon for firms of this size.

To learn more about the advisors currently working at Blue Canyon Wealth, 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.