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

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

True Blue Financial provides investment advice and financial planning primarily to individual clients — including high‑net‑worth and non‑HNW individuals — as well as trusts, estates, charitable organizations, and business entities. The firm offers broad financial planning and consulting and primarily delivers discretionary portfolio management, including recommendations of third‑party managers and participation in LPL‑sponsored programs such as the Model Wealth Portfolios and Optimum Market Portfolios. The firm’s investment process is goal‑driven and tailored, relying on asset allocation, model portfolios, and a mix of fundamental, technical, and cyclical analysis, with ongoing monitoring and the ability to reallocate among model strategists as needed. True Blue Financial discloses the use of AI tools for certain analyses and meeting transcriptions and uses LPL for custody, trade execution, and implementation of many model strategies. Notable distinctions include acting as the sponsor and portfolio manager of its own wrap fee program with execution and custody through LPL — a role few similarly sized supported firms undertake — and an affiliation with an in‑house tax preparation business plus operation as a licensed insurance agency. Advisors at the firm are dually registered with LPL and licensed to sell insurance, creating additional revenue sources and potential conflicts of interest that the brochure describes and addresses through its compliance policies; the firm manages approximately $271.5 million across about 570 client relationships with a three‑advisor team.

To learn more about the advisors currently working at True 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.