Blue Advisors

About Us

Blue Advisors is a fee-only financial advisory firm founded to provide cost-effective, objective, personalized financial guidance to a limited number of Individuals and Families. As a Fiduciary, my role is to provide expert financial advice and guidance.

Financial education and low fees will allow you to achieve all of your goals.

There is nothing new in investment management or financial planning. Rules and laws change but fundamental investment/planning principles remain the same. Everything has happened before or been tried. I do not sell any products. I only give advice.

I know taking the first step of engaging or changing a financial advisor can be intimidating and stressful. That’s why I have developed a simple process for us to get to know one another, share information in a secure manner and start the financial planning journey.