Achieving & Maintaining

Financial Independence

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. For my entire working career, I have seen what it takes to accumulate wealth and the discipline needed to maintain that wealth.

I understand the number one goal for Retirees is to not run out of money. I employ active investment strategies, help with tax planning, social security analysis, insurance needs and wealth transfer strategies.

Many Future Retirees do not have large investment accounts and do not have many options to work with an experienced advisor at a reasonable cost. I offer on-going, one-time and hourly financial planning. My fees are designed to make financial planning accessible to everyone.

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.

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Who I Serve

Why Are You Looking For

A Financial Advisor?

Retirees

You want to work with an experienced financial advisor who puts your interests first.
You want to make sure you don't outlive your assets, are able to age with dignity and can transfer assets to loved ones efficiently.
You want a total wealth management experience at a reasonable cost.
Your current firm is transitioning you to a less experienced advisor.
Your current firm recently sold their practice to a larger firm that has no history with you or your needs.
Your current advisor is close to retirement.

Future Retirees

You want financial guidance as you begin to accumulate assets and experience major life milestones.
Legacy advisory firms will not work with you because you don't have a large investment account.
You are successful, busy and need a financial guide to help with personal finance decisions.
You want to work with an advisor that has experience and is your age.
You want an advisor who will work with you for the next 20 years.

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Services & Pricing

	Investment Management	Financial Planning
Your Balance Sheet - Current Financial Position	✔	✔
Cash Flow Management - Budgeting	✔	✔
Tax & Social Security Planning	✔	✔
Insurance Review & Planning	✔	✔
Mortgage & Borrowing Analysis	✔	✔
Education Funding Advice	✔	✔
Employee Benefits Optimization	✔	✔
Retirement Income Planning	✔	✔
Estate & Wealth Transfer Planning	✔	✔
Investment Management	Active Portfolio Management

Pricing

Investment Management

The standard advisory fee is .80% of assets under management, charged monthly in arrears and may be negotiable in certain cases.

^*^{Ongoing Financial Planning is included when assets under management exceed $250,000.}

Financial Planning

Hourly Financial Planning is offered at a rate of $200/hour.

A One-Time Financial Plan costs $2,500.

Ongoing Financial Planning is offered at a rate of $200/month.

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Your Advisor

James E. Blue, CFP®

jim@jblueadvisors.com

I founded Blue Advisors to guide individuals/families that do not have access to quality investment and financial planning advice. The financial services industry is designed to accumulate assets, invest in models and maybe chat with a client once a year. My goal is to provide custom advice unique to your situation at a reasonable cost. I have worked directly with clients for my entire career. If you have $10,000 or $30,000,000 the goal is to achieve or maintain financial independence.

I am a CFP^® professional and am dedicated to providing fee-only fiduciary financial advice.

Prior to founding Blue Advisors, I was a Portfolio Officer at BNY Mellon Wealth Management and a Senior Director at Rootstock Advisors, a multi-family office in Pittsburgh, Pa. I graduated from the University of Pittsburgh in 2005 with a Bachelor of Science in Business Administration.

Client Center

Charles Schwab

Personal Account Information

Charles Schwab is the custodian of your assets. Here you will find all of your personal account information such as monthly statements, transaction history, current balances and tax documents.

Blue Advisors

Financial Planning & Cash Flow Portal

The client portal provides access to your personal financial information including your balance sheet, budget and updates on meeting your financial goals.

Your Portfolio

View portfolio allocation, performance reports and other account information.

Advice Pay

Online Billing

Access our firm's online billing system to pay your financial planning fees.

Connect

Blue Advisors

Columbus, OH 43221

jim@jblueadvisors.com

(724) 914-1414