Why Blue Advisors?
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.
My goal is to:
- Help you achieve and maintain financial independence.
- Help you simplify your personal finances.
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 am here to find the best answer to your financial questions.
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.