Busy Professionals
I earn a good living but between taxes, benefits, investments, and competing priorities, I'm not sure I'm making the most of it.
Pre-Retirees
I want to retire with confidence — knowing my income is planned, my taxes are managed, and my financial future is secure.
Retirees
I want to enjoy my retirement without worrying whether my money will outlast me.
Meet Your Trusted Fiduciary Financial Advisor in Columbus, OH
At Blue Advisors, James E. Blue, CFP® leads with one unwavering commitment — putting your interests first, always.
As a fiduciary financial advisor, I am held to the highest legal and ethical standards, meaning I am legally obligated to act in your best interest — not my own. While many advisors claim to be client-focused, true fiduciary accountability is rare in this industry.
I work on a fee-only basis, which means Blue Advisors never sells commission-based products. No hidden incentives. No conflicts of interest. Just objective, comprehensive financial advice and total wealth management tailored to your life and your goals.
FAQ
This FAQ section is here to address some of your most common questions.
Fee-only means Blue Advisors is compensated exclusively by you — never by commissions, referral fees, or product sales. This eliminates the conflicts of interest that exist at most financial firms, where advisors earn more when they sell you certain products. You get advice that is purely in your best interest, every time.
A fiduciary is legally and ethically required to act in your best interest at all times — not just when it's convenient. Many financial advisors are only held to a "suitability" standard, which allows them to recommend products that are merely adequate for your situation. As a fiduciary, Blue Advisors is held to a higher standard: your interests come first, always.
Blue Advisors does not have a rigid minimum investment requirement. Rather than focusing on account size, I focus on fit — whether your goals, values, and commitment to long-term planning align with the way I work. I partner with a select number of families, and the most important factor is a shared commitment to building something meaningful over time. The best place to start is a complimentary, no-obligation conversation where we can explore whether we're the right match for each other.
The free conversation is exactly that — a conversation, not a sales pitch. You share your goals, concerns, and current situation. Blue Advisors listens, asks questions, and gives you an honest assessment of whether and how the firm can help. There is no obligation, no pressure, and no commitment required.
The standard advisory fee is .80% of assets under management, charged monthly in arears and may be negotiable in certain cases. Financial Planning starts at $2,000 for a one-time plan or $200/hour. There are no commissions, no hidden fees, and no surprises.